1207 S. White Chapel Blvd. Suite 150
Southlake, TX 76092

P 817-416-7300

F 817-416-7307

Our Awards

Our Awards

best d 2016 logo

Every year D Magazine publishes its best list for Financial Planners and Wealth Managers, voted on by their peers. We were privileged to have been chosen on this list as a Financial Planner from 2010-2016, chosen by our peers. Though we aren’t listed in 2004, it lists out how the award is given here

2016 Five Star Wealth Manager Award – As featured in Texas monthly, an award recognizing wealth managers who provide quality services to their clients. The methodology for this can be found here or here