Retirement Planning Consultants

partners

We specialize in retirement planning.

We focus on serving clients over the age of 50 who are retired or who are retiring soon. Preservation of our clients’ assets during volatile markets and providing them with financial security is our first priority. We want our clients’ money to last as long as they do.

We have a "Buy, hold and SELL" philosophy.

This philosophy drives all of our decision-making and is intended to help us protect our clients from losses. We believe that the game of investing is won by not losing. By performing a financial review for each client, we believe that we can ensure that this philosophy holds its truth.

We are a team with over 125 years of combined experience.

With a combined experience of over 125 years, our principal team has worked together since 2001. We meet weekly for a 3-hour brainstorming session to discuss market conditions and investment strategies. Our clients receive personal attention from their advisor supported by the benefits of the collaborative, strategic thinking of the entire team. Each partner endeavors to nurture their client relationships with integrity and dedication, with a collective goal to help clients plan for a secure future.

We are educators in all things financial.

We not only offer free seminars to prospective clients, but provide free monthly Client Education Events covering topics such as Estate Planning, 401k Planning, Income Tax Planning, and Identity Theft. We believe that an educated client is a happy client.

We are a growing firm.

As of June 30th, 2017 assets under management of $3.7 billion and over 7,400 households. We believe that one of the reasons for our growth is the personal face to face relationships we strive to create with each and every one of our clients. Offering a free portfolio review, we believe this is a way to help those who are interested in our services establish a level of comfort with us prior to jumping in head first.

We eat our own cooking.

All of the Principals of the firm invest their own money in the same investments that they recommend to clients. If our clients benefit, so do we.

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What to Expect From Your Money Matters Advisor

Senior Advisors

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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Advisors

Robert Berry
Robert Berry

Austin, TX
P 512.593.7400
F 512-857-6809

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Karli Bradley
Karli Bradley

RFC

Scottsdale, AZ
P 480.400.7700
F 480.393.8865

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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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Mark Clopton
Mark Clopton

Oklahoma City, OK
P 405.395.4310
F 405.673.5798

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Zohra Constantino
Zohra Constantino

CRPC®

Houston, TX
P 713.255.1007
F 713.255.1008

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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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Cortney R. Giles (Cort)
Cortney R. Giles (Cort)

MBA, CFP®, EA

Scottsdale & Chandler, AZ
P 480-462-0600
F 480-452-0689

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Dean Heimbach
Dean Heimbach

CFP®

Orange County, CA
P 949.396.0100
F 949.861.6311

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Paul Kripal
Paul Kripal

RFC

Scottsdale, AZ
P 480.400.7700
F 480.393.8865

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Clifford Kwan
Clifford Kwan

CFP®

Pasadena & Orange County,
P 323.703.5750
F 323.978.2872

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Joel Lenzini
Joel Lenzini

South Bay / West L.A, CA
P 424.290.8870
F 424.217.4854

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Aljon Lovelace
Aljon Lovelace

CPA, CFP®

Fort Worth, TX
P 817.717.8200
F 817.549.6974

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Pat Mandola
Pat Mandola

RFC

Houston, TX
P 713.255.1007
F 713.255.1008

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Patrick Masterson
Patrick Masterson

RFC

The Woodlands & Houston, TX
P 832.791.2300
F 832.442.5407

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Benjamin Newport
Benjamin Newport

CFP®

Fort Worth, TX
P 817.717.8200
F 817.607.8551

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Thomas H. Pace
Thomas H. Pace

RFC

Austin, TX
P 512.593.7400
F 512.857.6809

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Patric Piantedosi
Patric Piantedosi

MBA, CMT®

Orange County, CA
P 949.396.0100
F 949.861.6311

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Brandon Reese
Brandon Reese

CRPC®

North Dallas, TX
P 469.246.3604
F 469.246.3696

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Kushal Shah
Kushal Shah "K"

Woodland Hills, CA
P 818.918.6270
F 818.455.4567

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Matt Spencer
Matt Spencer

CFP®

Houston, TX
P 713.255.1007
F 713.255.1008

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Michael Schoffman
Michael Schoffman

CFP®, CDFA™

Woodland Hills & Pasadena, CA
P 818.918.6270
F 818.455.4567

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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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Robert Tunnell
Robert Tunnell

CFP®

Fort Worth, TX
P 817.717.8200
F 817.549.6974

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Adam Young
Adam Young

CFP®

The Woodlands, TX
P 832.791.2300
F 832.442.5407

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Operations

Jose Arroyo
Jose Arroyo
Client Service Coach

P 469.246.3687

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Darlene Brents
Darlene Brents
Director First Impressions

P 469.246.3638

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Krystal Brown
Krystal Brown
HR Administrator and Operations Assistant

P 469.246.3635

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Carolyn Chatman
Carolyn Chatman
Accounting & Finance Assistant

P 469.246.3645

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David Cockrum
David Cockrum
Chief Operating Officer

P 469.246.3630

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Sheri Collins
Sheri Collins
Director of Advertising & Media

P 469-246-3620

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Jim Croschere
Jim Croschere

Director of Advisory Services

P 469.246.3636

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Julianne Cruz, CFP®, CRPC®
Julianne Cruz, CFP®, CRPC®

Director of Advisory Services

P 818.918.6273

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Bill Frye
Bill Frye
Chief Compliance Officer

P 469.246.3627

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Linda Hampton
Linda Hampton
Client Relations & Events

P 469.246.3634

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Max Jaffe
Max Jaffe
Financial Educator

P 469.246.3600

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Patsy Jones
Patsy Jones
Client Relations

P 469.246.3651

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Donya Leeman
Donya Leeman
Director of Support Services & Training

P 469-246-3640

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Paul Leeman
Paul Leeman
Financial Educator

P 469.246.3600

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Michael Nemes
Michael Nemes
Client Relations

P 469.246.3652

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Bill Randolph
Bill Randolph
Controller

P 469.246.3632

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Bela Kaul
Bela Kaul
Compliance Analyst

P 469.246.3675

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Harold Sandberg
Harold Sandberg
Client Relations

P 469.246.3650

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Austin Wright
Austin Wright
Financial Educator

P 469.246.3600

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Client Service Associates

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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Sandra Dennis
Sandra Dennis
Client Service Associate

Austin, TX
P 512.593.7400
F 512.857.6809

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Cynthia Farias
Cynthia Farias
Client Service Associate

Orange County, CA
P 949.396.0100
F 949.861.6311

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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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Sandy Gilreath
Sandy Gilreath
Client Service Associate

Fort Worth, TX
P 817.717.8200
F 817.549.6974

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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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Robin Harrison
Robin Harrison
Client Service Associate

Scottsdale, AZ
P 480.400.7700
F 480.393.8865

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Catherine Heimer
Catherine Heimer
Client Service Associate

The Woodlands, TX
P 832.791.2300
F 832.442.5407

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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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Morgan Lowry
Morgan Lowry
Client Service Associate

Scottsdale, AZ
P 480.400.7700
F 480.393.8865

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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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Nina Okumura
Nina Okumura
Client Service Associate

South Bay / West L.A, CA
P 424.290.8870
F 424.217.4854

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Juan Olea
Juan Olea
Client Service Associate

Pasadena, CA
P 323.703.5750
F 323.978.2872

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Michele Reichman
Michele Reichman
Client Service Associate

Fort Worth, TX
P 817.717.8200
F 817.549.6974

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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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Mary Roberts
Mary Roberts
Client Service Associate

Houston, TX
P 713.255.1007
F 713.255.1008

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Ginger Robinson
Ginger Robinson
Client Service Associate

Oklahoma City, OK
P 405.395.4310
F 405.673.5798

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Gina Smith
Gina Smith
Client Service Associate

Houston, TX
P 713.255.1007
F 713.255.1008

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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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Laura Watson
Laura Watson
Client Service Associate

The Woodlands, TX
P 832.791.2300
F 832.442.5407

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Shanirah Widow
Shanirah Widow
Client Service Associate

Houston, TX
P 713.255.1007
F 713.255.1008

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Elizabeth Wittman
Elizabeth Wittman
Client Service Associate

Chandler, AZ
P 480.462.0600
F 480.452.0689

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Roxie Yauger
Roxie Yauger
Client Service Associate

Fort Worth, TX
P 817.717.8200
F 817.549.6974

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