Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • New Investors

Personal Interests

  • Community Outreach
  • Social Responsibility
  • Personal Fitness
  • Sports Enthusiast

Contact Me

To discuss working together, request a complimentary consultation:

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Office Information

Hours

Office Hours
WeekdayAvailability
Monday 08:30AM - 05:00PM
Tuesday 08:30AM - 05:00PM
Wednesday 08:30AM - 05:00PM
Thursday 08:30AM - 05:00PM
Friday 08:30AM - 04:00PM
Saturday By Appointment Only
Sunday Closed

Additional Hours

  • Evenings
  • Web Conferencing

Fax

(888) 603-6295

Branch Team

  • Whitney Dodson
    Branch Office Administrator

Office Address

1833 W Hunt St Suite 100
Mckinney, TX 75069
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