Contact

Dustin Sandlin, CFP®
Managing Director - Investments

903.893.6644
Email Dustin 

 

Haley Carey
Senior Registered Client Associate
Assistant Vice President

903.893.6644
Email Haley

Zach Gladen AAMS®
Senior Vice President – Investment Officer

Phone: 903-893-6644
Email Zach 



Steve Kimberlin CRPC®
First Vice President - Investment Officer
Financial Advisor

Phone: 903-893-6644
Email Steve 

About Us

We want to help you succeed financially through a better understanding of topics from investing and retirement, to estate planning strategies and wealth preservation. We strive to provide excellent customer service and empower you to be a confident investor.