Michael brings a strong entrepreneurial record of business development, real estate knowledge, wealth and investment banking expertise. He is a graduate of Witwatersrand University in South Africa with a Bachelor of Commerce (Accountancy) degree. Michael was honored to attend the World Economic Forum. He served as a managing partner of Vision Equity, a private investment company, where he evaluated and structured leveraged buyouts. Michael has been in the financial services industry for a decade and joined the financial services industry in 2007. Michael and his wife have two children. He enjoys playing the piano and golf in which he has earned a single figure handicap. He has served as Chairman and Trustee for various charitable and religious committees.

 

CA Insurance License #0H09506. Resident State: Texas.

Brett joined the financial services industry in 2000 and focuses on managing client portfolio’s, financial reporting, analytics, research and manages due diligence, portfolio implementation and execution.

His strong accounting and financial background are the culmination and foundation of his graduate studies at the top ranked University of Texas at Austin McCombs School of Business where he earned his Master’s degree in Accounting (MPA). He earned his Bachelor’s degree in Business Administration (BBA) with a concentration in finance and accounting from the University of Texas at Austin.

Brett was born in Johannesburg, South Africa. He has lived in Dallas, Texas for the majority of his life where he resides with his wife and two children. Brett is an active member in numerous religious and charitable foundations.

 
CA Insurance License #0H02495. Resident State: Texas.

Chris has been in the financial services industry since 2004. She is dedicated to helping individuals and businesses develop financial and investment strategies that line up with their needs, goals and risk tolerance.

Her mission is to provide exceptional service to clients with every administrative aspect of their accounts. Chris supports Brett and Michael with all aspects of their business including: managing client relationships, creating investment plans, educating clients with on-line access, and assisting with account transactions.

Away from the office, she enjoys playing the guitar, sewing, and going to the gym. Chris was born in Oneonta, New York and earned her degree at Pfeiffer University with a degree in Legal Services. She lives with her husband in Irving, Texas, and they love to visit their three children and five grandchildren. She is currently in her 5th year of studying Spanish.

CA Insurance License #0K96122. Resident State: Texas.