Dallas
Proudly Serving Texas Families
Dallas
5810 Tennyson Pkwy
Suite 260
Plano, TX 75024


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Your Dallas Team
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Douglas McCulley
CFP®, CAP, CKA®
Wealth Advisor
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Bethany Ketron
CFP®, CFT-I™
Wealth Advisor
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Stephen Trousdale
CFP®, CRPC®
Wealth Advisor
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Omar Roman
CFP®
Associate Wealth Advisor
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Chandler Peterson
CFP®
Associate Wealth Advisor
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Jocelyn Singleton
Client Relationship Specialist
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Maddie Davis
Client Relationship Specialist
Dig even deeper.
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Enjoy some of our latest resources
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February 03, 2025
You Just Received an Inheritance. Now What?
Losing someone we love is heartbreaking, yet such a storm may also come with a silver lining in the form of an inheritance. This article looks at some ideas for individuals to consider after receiving an inheritance.
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January 20, 2025
Reframing Retirement: Focus on Fulfillment
Finding fulfillment in retirement isn’t about simply passing time — it’s about designing a life filled with purpose and connection. Wealth Advisor Adam Yofan shares tips for planning your ideal lifestyle once you’re ready to make this life transition.
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January 15, 2025
Quarterly Outlook: U.S. Economy Powers Forward, Fed Policy Becomes Cloudy
U.S. economic growth stayed on an impressive streak in 2024. Although the Fed acknowledged increased risks to inflation, the economy is unlikely to experience a major slowdown in 2025. Our Quarterly Outlook explores what may be ahead for markets and the economy.
Read the article