In the News – Stephen Nelson Named one of D’s Best Financial Planners in 2023

We are thrilled to share that Stephen Nelson, a cornerstone of our team, has been honored with the prestigious D Magazine’s Best Financial Planners for 2023. This accolade is a testament to Stephen’s expertise, dedication, and the strategies he employs to ensure our clients’ are well taken care of. His commitment to excellence and personalized service has not only been noticed by our team, but peers throughout the DFW Metroplex. This award was voted on by peer CFPs in the Metroplex. We celebrate his achievement and the continued impact Stephen has on our team and the clients we serve.

With this recognition, Stephen joins Mike Mills as advisors from the company to be a D’s Best Financial Planner. We are excited for what the future has in store for him and the firm.