Focus Areas

  • Entrepreneurs & Business Owners
  • Charitable Giving
  • Intergenerational Planning
  • Retirement Savings Strategies

Personal Interests

  • Coaching Sports
  • Health & Nutrition
  • Painting
  • Yoga

Contact Me

To discuss working together, request a complimentary consultation:

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Office Information

Hours

Office Hours
WeekdayAvailability
Monday 08:00AM - 05:00PM
Tuesday 08:00AM - 05:00PM
Wednesday 08:00AM - 05:00PM
Thursday 08:00AM - 05:00PM
Friday 08:00AM - 05:00PM
Saturday Closed
Sunday Closed

Fax

(866) 262-9640

Branch Team

  • Greg Cummings
    Associate Financial Advisor
  • Jill Armstrong
    Sr. Branch Office Administrator
  • Bethany Kadivar
    Branch Office Administrator

Office Address

5850 Granite Pkwy
Suite 215
Plano, TX 75024
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