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
Senior Vice President - Investment Officer
Financial Advisor

Phone: 903-893-6644
Email Steve 

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