Categories
Financial Services Consultant
Hours:
8:00 am to 5:0 pm Monday - Friday
About Us
Wealth advisory firm tailoring services to specific needs. We offer a range of in-house support spanning strategic wealth management, investments, insurance, tax, estate and retirement planning.
Rep/Contact Info
Kelsey Lopez
Associate Director of Operations
- Phone: (817) 354-1090
Charles McKenzie
Senior Wealth Associate
- Phone: (817) 354-1090
Tori Robertson
Senior Accounting Associate
- Phone: (817) 354-1090
Stephen Tally
Chief Operating Officer
- Phone: (817) 354-1090
