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About
History
Core Values
Team
Client
Advisors
Strategy
Locations
Atlanta, GA
Charlotte, NC
Dallas, TX
Lexington, KY
Nashville, TN
Tampa, FL
What We Do
Wealth Management
Asset Management
Value
Planning
Insights
Market Updates
News & Press
Edge Speaker Series
Research Insights
Quarterly Outlooks
Dallas, TX
Contact the Dallas office today!
3811 Turtle Creek Blvd
Suite 1225
Dallas, TX 75219
Phone: 214-442-8952
Jake Baker
Michelle Dickson, FPQP®
Ginger Dorsett, FPQP®
Amanda Henry
Jacobi Padgett, CIMA
Brad Parsons
Shelby Potz-Nielsen, CFP®
Bert Rayle
Will Skeean, CFA
Frances Suarez, AWMA®