Dustin Sandlin, CFP®
Managing Director - Investments

Email Dustin 


Haley Carey
Senior Registered Client Associate
Assistant Vice President

Email Haley

Zach Gladen AAMS®
Senior Vice President – Investment Officer

Phone: 903-893-6644
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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.