Categories
Financial Services - Investments & Planning
Hours:
Client Appointments are primarily T-W-Th between 0900-1700. Call for scheduling.
Driving Directions:
Primary office is in Addison, near the Galleria. Donnie frequently meets clients in Rockwall.
About Us
As a retired Army Lieutenant Colonel, I appreciate the challenges high performing people face in balancing his or her passion for their professional life and family. In my second career, I offer my background in Economics (B.S. West Point), Psychology (M.Ed., UT-Austin) and life experiences around the globe to help families optimize their financial performance by translating complex financial challenges into understandable, actionable plans. My firm consists of Fee-only, Fiduciary advisors. We provide comprehensive financial plans under the CFP(R) designation and we manage client investment portfolios. We are registered with the SEC. Please visit our website for our bios and certifications.
Highlights
- Financial Planning
- Investment Adviser
- Wealth Management
- Retirement Planning
Rep/Contact Info
