Our Team

Team photo

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 , CFP®, AEP®, CLU®, ChFC®

Wealth Management Advisor

Office 972-980-2034


Email

Read Bio

Joel D Fults , RICP®

Director of Investments

Office 972-980-2065


Email

Read Bio

Rebecca L McCuistion

Director of Operations

Office 972-980-2015


Email

Read Bio

Naomi Lentz

Director of Marketing

Office 972-980-2066


Email

Read Bio