Our Team

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As our client, you have placed your trust in us to help you build a strong foundation for financial security. We are committed to providing you with exceptional customer service in order to achieve these goals. We truly value each client relationship, and if at any time you have a question, concern, or need, please let us know.

If you need to schedule an appointment or request any other service, please let us know, and we will respond promptly.

 

Chris Collins

Wealth Management Advisor

Office 972-980-2034


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Joel D Fults

Director of Investments

Office 972-980-2065


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Rebecca L McCuistion

Director of Operations

Office 972-980-2015


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Naomi Lentz

Director of Marketing

Office 972-980-2066


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