Financial Advisor Dallas

financial advisor dallas

North Dallas, Texas Office
2820 Dallas Parkway
Plano, Texas 75093

Office Phone: 469-246-3600
Office Fax: 469-246-3696

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Kenneth A. Moraif
Kenneth A. Moraif

CFP®, MBA

North Dallas, TX
P 469.246.3604
F 469.246.3696

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Douglas M. Bartol
Douglas M. Bartol

ChFC, CFP®

North Dallas, TX
P 469.246.3611
F 469.246.3698

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Charles Douglas Dyer, Jr.
Charles Douglas Dyer, Jr.

CFP®

North Dallas, TX
P 469.246.3616
F 469.246.3699

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Elias R. Dragon
Elias R. Dragon

CFP®, ChFC®, RICP®, MBA

Coppell & North Dallas, TX
P 972.393.0376
F 972.393.0327

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C. Chris Hatton
C. Chris Hatton

CFP®

Fort Worth & North Dallas, TX
P 469.246.3660
F 469.533.1623

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Terry Bussard
Terry Bussard

North Dallas, TX
P 469.246.3623
F 469.246.3698

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Natalie Chandler
Natalie Chandler

JD, CFP®

North Dallas, TX
P 469.246.3616
F 469.246.3699

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Britney Clark
Britney Clark

JD, CFP®

North Dallas, TX
P 469.246.3616
F 469.246.3699

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Joe Dowdall
Joe Dowdall

CFP®, MBA

North Dallas, TX
P 469.246.3604
F 469.246.3696

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Philip Floyd
Philip Floyd

CFP®, CFS®

Coppell & North Dallas, TX
P 469.246.3610
F 972.393.0327

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Paul Hofland
Paul Hofland

North Dallas, TX
P 469.246.3642
F 469.246.3698

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Jad McGuire
Jad McGuire

CFP®

North Dallas, TX
P 469.246.3604
F 469.246.3696

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Brandon Reese
Brandon Reese

CRPC®

North Dallas, TX
P 469.246.3604
F 469.246.3696

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Shawn Stone
Shawn Stone

RFC®

North Dallas, TX
P 469.246.3604
F 469.246.3696

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Bruce Sutherland
Bruce Sutherland

CFP®

Coppell & North Dallas, TX
P 469.246.3609
F 972.393.0327

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James S Taylor “JT”
James S Taylor “JT”

North Dallas, TX
P 469.246.3607
F 469.533.1623

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Grace DeBlanc
Grace DeBlanc
Client Service Associate

North Dallas, TX
P 469.246.3604
F 469.246.3696

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Kaye Beatty
Kaye Beatty
Client Service Associate

North Dallas, TX
P 469.246.3660
F 469.533.1623

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Brenda Brazzell
Brenda Brazzell
Client Service Associate

North Dallas, TX
P 469.246.3686
F 469.246.3696

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Mollie Bregenzer
Mollie Bregenzer
Client Service Associate

Coppell & North Dallas, TX
P 972.393.0376
F 972.393.0327

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Cindy Carlisi
Cindy Carlisi
Client Service Associate

North Dallas, TX
P 469.246.3611
F 469.246.3698

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Leigh Ann Freeman
Leigh Ann Freeman
Client Service Associate

North Dallas, TX
P 469.246.3616
F 469.246.3699

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Shay Goldberg
Shay Goldberg
Client Service Associate

North Dallas, TX
P 469.246.3611
F 469.246.3698

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Cathy Heuermann
Cathy Heuermann
Client Service Associate

North Dallas, TX
P 469.246.3611
F 469.246.3698

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Patti Imaizumi
Patti Imaizumi
Client Service Associate

Coppell & North Dallas, TX
P 972.393.0376
F 972.393.0376

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Abby Maxham
Abby Maxham
Client Service Associate

North Dallas, TX
P 469.246.3604
F 469.246.3696

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Kathy McCoy
Kathy McCoy
Client Service Associate

Coppell & North Dallas, TX
P 972.393.0376
F 972.393.0327

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Buffy Nelms
Buffy Nelms
Client Service Associate

North Dallas, TX
P 469.246.3604
F 469.246.3696

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Elaine Nienstedt
Elaine Nienstedt
Client Service Associate

North Dallas, TX
P 469.246.3660
F 469.533.1623

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Renee Riles
Renee Riles
Client Service Associate

North Dallas, TX
P 469.246.3616
F 469.246.3699

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Lezlie Smith
Lezlie Smith
Client Service Associate

North Dallas, TX
P 469.246.3604
F 469.246.3696

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Crystal Tarrant
Crystal Tarrant
Client Service Associate

North Dallas, TX
P 469.246.3600
F 469.246.3696

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