Plan. Retire. Enjoy.

CONNECT

Address:

16479 Dallas Parkway Suite 850
Addison, TX 75001

Phone:

469-737-4109

Fax/Other:

469-737-4100

Associates

 
  • Frances Gardner, CFP®, CFEd®,CDFA®

    Certified Financial Planner

  • Robert Gardner, CEPA, CFEd®

    Business Continuation Advisor

  • Andrew Gardner, CFP®, CFEd®

    Certified Financial Planner

  • Patrick Wallace, ChFC®, CFEd®

    Financial Advisor

  • Syndia Dimas

    Director of Office Operations

  • Kyle McGuffey, MSF

    Director of Planning & Investment Operations

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck