

Focus Areas
- Wealth Strategies
- Retirement Income Strategies
- Portfolio Reviews
- Retirement Savings Strategies
- Charitable Giving
- Estate & Legacy Strategies

Certifications
CFP®
Certified Financial Planner™
Personal Interests
- Spending Time with Family
- Baseball
- Community Outreach
- Music
- Swimming
Request a Consultation
All Fields RequiredRequest a Consultation
All Fields RequiredOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Mon | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Fri | 08:30AM - 03:30PM |
Fri | 08:30AM - 03:30PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Mon | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Fri | 08:30AM - 03:30PM |
Fri | 08:30AM - 03:30PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Fax
(888) 243-4721Branch Team
- Robin Townsend
- Sr. Branch Office Administrator
- Valerie Williams
- Branch Office Administrator
Branch Team
Office Address
17330 Preston Rd 104 DDallas, TX 75252opens in a new window
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