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Focus Areas
- Wealth Strategies
- Domestic Partner Finances
- Portfolio Reviews
- Entrepreneurs & Business Owners
- Retirement Savings Strategies
- Business Retirement Plans
![](/sites/default/files/acquiadam/2023-09/certificate-icon-26x26.png)
Certifications
CEPA®
Certified Exit Planning Advisor®
Personal Interests
- Sports Enthusiast
- Spending Time with Family
- Football
- Personal Fitness
- Pets
Team Members
- Natalie PrestonSr. Branch Office Administrator
Send Me a Message
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* 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 - 04:30PM |
Fri | 08:30AM - 04:30PM |
Sat | By Appointment Only |
Sat | By Appointment Only |
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 - 04:30PM |
Fri | 08:30AM - 04:30PM |
Sat | By Appointment Only |
Sat | By Appointment Only |
Sun | Closed |
Sun | Closed |
Additional Hours
- Weekends
- Web Conferencing
Additional Hours
- Weekends
- Web Conferencing
Phone
(214) 360-0236Fax
(877) 276-9979Office Address
8080 Park Ln Suite 745Dallas, TX 75231opens in a new window
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