When I was young, my grandmother rode a bus to Dallas to work at a bank. She encouraged me to be a saver, matching every dollar I saved with 50 cents. My grandfather worked for the City of Dallas and, while mowing the highways, would stop and collect glass Coke bottles to sell so that he could afford to take us to a dinner theatre. Their work ethic, and that of my parents, had a massive influence on me and my relationship with saving and investing, ultimately leading to my choice to become a financial advisor.
Using an established process, I begin by getting to know my clients and their families. We discuss their values, goals and current financial situations. I then build personalized financial strategies tailored to their specific needs. Once the strategies are in place, I maintain communication with my clients to update their goals and help keep them on track.
I am honored to serve an incredible group of clients, many of whom are retired or approaching retirement. I also help women and business owners manage their finances. To help serve my clients, I earned the AAMS® and CRPC® professional designations. I am registered and licensed in multiple states and can serve clients and their loved ones well beyond Texas.
My Branch Office Administrator, Stacy Galbraith, is an essential member of my team with over 10 years of experience. She strives to provide an exceptional client experience.
Within the community, I am an active volunteer with the Alzheimer’s Association and have served as president of both the local Chamber of Commerce and Rotary Club. In my free time, I enjoy traveling, reading, movies, the outdoors and spending time with family.
If you are interested in a financial partner who will take the burdens and responsibilities of personal financial management off your shoulders, leaving you free to live the life you have imagined, call my office today. I look forward to meeting you.
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
- Entrepreneurs & Business Owners
- Business Retirement Plans
My Personal Interests
- Spending Time with Family
- Movies & Entertainment
Phone NumberKaren D McClary at (972) 227-7467
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