It’s go time. your goals are waiting.

From the very first day we opened our office, our goals were to create an environment where our clients could be comfortable being themselves, to provide a joyful experience in every interaction, and to optimize our ability to offer the highest quality financial guidance we could. Now that you know our goals, it’s time for us to help you with yours – and we certainly welcome the opportunity to do just that.

Contact me for investment strategies, financial counseling and portfolio management.

  • Christopher Beavers, CPFA, CRPC®
  • Managing Director
  • Email
  • Direct: 817.720.1281
  • Office: 817.720.1280
  • Fax: 833.281.8758

Contact me for financial planning and tax management.

  • Matthew Beavers
  • Senior Financial Planning Consultant
  • Email
  • Direct: 817.720.1282
  • Office: 817.720.1280
  • Fax: 833.281.8758

Contact me for operations, branding and events.

  • Emma Beavers
  • Financial Advisor
  • Email
  • Direct: 817.720.1283
  • Office: 817.720.1280
  • Fax: 833.281.8758

Contact me for investment strategies and portfolio management.

  • Ryan Finglass
  • Financial Advisor
  • Email
  • Direct: 817.720.1285
  • Office: 817.720.1280
  • Fax: 833.281.8758

Contact me for transactions/money movements, client updates and needs/requests.

  • Clinton Dempsey
  • Senior Client Service Associate
  • Email
  • Direct: 817.720.1286
  • Office: 817.720.1280
  • Fax: 833.281.8758

Contact me for transactions/money movements, client updates and needs/requests.

  • Deby Alexander-Thornton
  • Senior Registered Client Service Associate
  • Email
  • Direct: 817.683.4323
  • Office: 817.720.1280
  • Fax: 833.281.8758