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Stay Up-To-Date

WITH THE LATEST LOCAL AND MARKET HAPPENINGS

What we say about ourselves is one thing, but for someone looking to select the right financial planning partner, it helps that we’ve also been recognized by leading organizations and publications for our vast knowledge and experience.

We are proud to have been acknowledged by:

Investment News

Barron's "Best of the Best"

SMU's Dallas 100

Five Star Wealth Management

As well as
quoted by:

Forbes

The Dallas Morning News

Private Wealth Magazine

IARFC's Register

And More

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