Teaming

Vern is a CERTIFIED FINANCIAL PLANNER™ professional with over 30 years of industry experience. He graduated “cum laude” from The University of Texas at Dallas with a Bachelor of Science Degree in Business Administration. 

Vern focuses on comprehensive wealth management. He utilizes successful, time-tested investment strategies to help his clients build, manage, protect & transition their wealth over time.  His business philosophy is to provide ongoing, professional advice in an independent, objective, unbiased and cost effective manner; and to do so with judgement rendered with care, skill & caution.

Vern works with a select group of wealthy families and successful business owners.   He and his clients are both equally committed to a long term relationship based upon trust and mutual respect. 

Vern helps his clients plan for and navigate through life’s “Critical Events”. These Critical Events are anything and everything that pertains to and affects your finances now or in the future. Some of these things we like to think about and others we don’t, but we still need to plan for each of them. Vern is committed to providing a “concierge” level of personal service.  To go beyond financial solutions to become a trusted advisor to his clients and those they care about.

Vern brings a passion, commitment and energy to help his clients succeed financially. To help them successfully build, manage, protect and transition their wealth.

Vern lives with his wife Cathy in McKinney, Texas. In his spare time, you might find him trying to break 100 on the golf course. He also enjoys reading any type of history book or books about the future of technology.

Janette is a Registered Financial Consultant with over 35 years of experience in the financial services industry. She holds the Series 7, 63, 66 and Insurance licenses. As a Chartered Retirement Planning Counselor® Janette is an integral part of the team, helping clients plan for and navigate through life’s Critical Events.

Her goal is to provide customized comprehensive financial solutions to help clients realize their financial goals.

Janette lives in McKinney, TX with her husband Bill and their mini dachshund Rocket. In her spare time she enjoys game night with friends and family.

Jessica is a Senior Client Associate with over 13 years of experience in the financial services industry. As an integral part of the team, Jessica manages all of the on-going administrative and operational tasks that keep the team functioning at a very high level. This exemplary organizational skill set also benefits clients, in their busy, day-to-day financial lives.  

Jessica lives in McKinney, TX with her daughter, Ava. They love going to the park, and to the movies. In her spare time, she enjoys helping other people organize their homes.