Check the background of this firm on FINRA’s BrokerCheck.

2500 Dallas Parkway, Suite 495 Plano TX 75093         800-926-9136            


Advisory Network

Over our thirty years of financial management, we have carefully cultivated relationships with a select group of trusted outside advisors. We believe these individuals and firms to be worthy of your patronage. These individuals are not affiliated with LPL Financial.

 

Attorneys

Lawrence, Andrew Hunton & Williams Tax, Estate Planning, Business Succession Planning, Probate
Sharpe, Chuck Sharpe & Associates, PLLC Attorney - Tax, Estate Planning, Probate
Walker, R. Scott Walker & Doepfner, P.C. Estate Planning

CPAs

Holden, Ken Holden & Parker, PC Business and Personal Tax Returns
Torolopoulos, Sam Appraisal Technology Business Valuation and Executive Compensation Planning
Way, Justin Justin E. Way, CPA Business and Personal Tax Returns

Insurance

Chumbley, Jenny Catalyst Advisory Group Health Insurance
Dial, Scott Guardian Financial Disability Insurance

Other

Caldwell, Jim Amegy Bank Mortgage Banker & Private Banking
Lair, Keith Lair Administration Services Trust Administration
Manning, F Howard Iberia Bank Private Banking

Realtors

Dillingham, Dick Keller Williams Realtors Residential Real Estate Broker
Richey, Jan Keller Williams Realty Residential Real Estate Broker
Wentz, Steve Cushman and Wakefield Comercial Real Estate Broker