Associates

In today's complex world, it takes a clear vision and the expertise of a financial professional to help you reach your financial goals.

Each of our associates has been carefully selected based on their knowledge, experience and desire to make a long-term commitment to our clients. They maintain a vigorous continuing education program to keep current on financial products, tax laws and other information that may affect you.

Dallas, TX

Richard E. Martin, LUTCF 

Chase Awalt

Jared  Cornelius

Brandon J. Day

Roger K. Glass, CLU, CHFC 

Matthew Guin

Daxton Martin

Ashley Parks, CFP (R)

Administrative - Carolyn Martin

Administrative - Debbe Chandler

Mesquite, TX

Jim D. Yarbrough, CLU, ChFC

Richardson, TX

Jeffrey L. Lott, RHU 

Adams Financial - Tyler, TX

W. Joy Adams

Kim McClure

D. Jay Oliver