• Financial Advisory Services
2500 Dallas Pkwy., Ste. 560
Plano, TX 75093
(972) 403-1025
(972) 403-1063 (fax)
  • About

    As independent professional advisors, we can offer you a personalized financial strategy, not a generic investment program. Comprehensive wealth management demands a disciplined approach with clear financial objectives. This process involves working closely with you and your other advisors to identify issues, review alternatives, recommend solutions, and manage implementation with meticulous attention.

  • Whom to Contact

    • Lynette Pieper
      Client Services Associate
      Phone: (972) 403-1025
    • Melissa Smith
      Client Services Associate
      Phone: (972) 403-1025
    • Alfonso Valente
      Managing Partner
      Phone: (972) 403-1025

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