Focus Areas
- Charitable Giving
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Corporate Executives
- Estate & Legacy Strategies
- Farmers and Ranchers
Certifications
CEPA®
Certified Exit Planning Advisor®AAMS™
Accredited Asset Management Specialist™
Personal Interests
- Art & Theater
- Music
- Gardening
- Traveling
- Sports Enthusiast
Team Members
- Karen BrockwaySr. Branch Office Administrator
- Kenya RojasSr. Branch Office Administrator
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Mon | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Fri | 08:30AM - 03:00PM |
Fri | 08:30AM - 03:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Mon | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Fri | 08:30AM - 03:00PM |
Fri | 08:30AM - 03:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Phone
(972) 563-6364Fax
(877) 540-5522Office Address
108 S Bois D'Arc StForney, TX 75126opens in a new window
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