Providing financial clarity across the nation and in your local area.

Dallas, Texas

Private Wealth Management & Financial Planning in Dallas

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local knowledge. all in-house.

About the Dallas Team

Each member of our Dallas team brings a different perspective, skills, and creativity to the table, fostering a collaborative environment where thoughtful ideas flourish. We value teamwork, professionalism, and a relentless pursuit of evolution, to help ensure that we deliver quality advice to our clients.

Contact Dallas Team

8411 Preston Rd
Ste 700
Dallas, TX 75225

(972) 934-2590

services offered

  • Comprehensive wealth management

  • Investment management

  • Tax Planning

  • Trusts & Estate Planning

  • Financial Planning

  • Retirement Planning

  • Insurance

Recent Thought Leadership

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Meet your team

  • William Bowling Wealth Advisor headshot

    William Bowling

    CFP®

    Wealth Advisor

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  • Solomon Cartier Wealth Advisor headshot

    Solomon Cartier

    CFP®

    Wealth Advisor

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  • Mary Cavaleri Director headshot

    Mary Cavaleri

    Director

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  • Race Chong Associate Wealth Advisor headshot

    Race Chong

    Associate Wealth Advisor

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  • Ami Doshi Director headshot

    Ami Doshi

    CAP

    Director

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  • Bo Florence Wealth Advisor headshot

    Bo Florence

    CFP®, CRPC™

    Wealth Advisor

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  • Chris Ford Wealth Advisor headshot

    Chris Ford

    CFP®

    Wealth Advisor

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  • Nicholas Gerber Director headshot

    Nicholas Gerber

    Director

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  • Barbara Harger Wealth Advisor headshot

    Barbara Harger

    CFP®

    Wealth Advisor

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  • Brian Hattendorf Partner headshot

    Brian Hattendorf

    Partner

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  • Lane Hedgecoke Wealth Associate headshot

    Lane Hedgecoke

    Wealth Associate

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  • Michael Hirsbrunner Partner headshot

    Michael Hirsbrunner

    CFA

    Partner

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  • Scot Jackson Partner headshot

    Scot Jackson

    CPA*, CFP®

    Partner

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  • Andrew Khalaf Associate Wealth Advisor headshot

    Andrew Khalaf

    Associate Wealth Advisor

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  • Ashish Khanna Partner headshot

    Ashish Khanna

    JD

    Partner

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  • Alexander Ling Associate Wealth Advisor headshot

    Alexander Ling

    Associate Wealth Advisor

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  • Cain Lowe Wealth Advisor headshot

    Cain Lowe

    CPA*, CFP®

    Wealth Advisor

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  • Brad McConkey Wealth Advisor headshot

    Brad McConkey

    CFP®

    Wealth Advisor

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  • Susan Monaghan Wealth Advisor headshot

    Susan Monaghan

    MBA, CFP®

    Wealth Advisor

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  • Matt Powers Partner headshot

    Matt Powers

    CFP®, CRPC™

    Partner

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  • Namrata Shah Wealth Advisor headshot

    Namrata Shah

    Wealth Advisor

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  • Ryan Solt Wealth Advisor headshot

    Ryan Solt

    CFP®

    Wealth Advisor

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  • Richard Sowden Partner headshot

    Richard Sowden

    CFA

    Partner

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  • Kylie Stevens Associate Wealth Advisor headshot

    Kylie Stevens

    CFP®

    Associate Wealth Advisor

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  • Ira Utay Director headshot

    Ira Utay

    CFA, CFP®

    Director

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  • Blaire Vance Associate Wealth Advisor headshot

    Blaire Vance

    Associate Wealth Advisor

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  • Steven Walton Wealth Advisor headshot

    Steven Walton

    CFP®

    Wealth Advisor

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  • Guy Wayman Director headshot

    Guy Wayman

    AIF®

    Director

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  • Rhyan Young Director headshot

    Rhyan Young

    Director

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  • Sam Brokaw Operations Associate headshot

    Sam Brokaw

    Operations Associate

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  • David Catron Client Portfolio Manager headshot

    David Catron

    CFA

    Client Portfolio Manager

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  • Kelly Cook Operations Manager headshot

    Kelly Cook

    Operations Manager

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  • Sergio Garcia Senior Financial Planner headshot

    Sergio Garcia

    CFP®, EA

    Senior Financial Planner

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  • Taylor Johnston Relationship Manager headshot

    Taylor Johnston

    Relationship Manager

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  • Brandon Keesee Financial Planner headshot

    Brandon Keesee

    CFP®

    Financial Planner

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  • Justin Leeson Director headshot

    Justin Leeson

    AWMA™

    Director

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  • Taylor Lones Wealth Associate headshot

    Taylor Lones

    Wealth Associate

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  • Molly McClellen Relationship Manager headshot

    Molly McClellen

    Relationship Manager

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  • Shelbi Phelps-Montgomery Relationship Manager headshot

    Shelbi Phelps-Montgomery

    Relationship Manager

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  • Nathan Osuna Associate Wealth Advisor headshot

    Nathan Osuna

    Associate Wealth Advisor

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  • John Schmit Portfolio Manager headshot

    John Schmit

    JD

    Portfolio Manager

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  • Casey Kiger-Thigpen Senior Relationship Manager headshot

    Casey Kiger-Thigpen

    Senior Relationship Manager

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Request a meeting

Once we receive your inquiry, a team member will be in touch to set up your complimentary, no-obligation consultation within one business day.

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