Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.


Shane Makary

Financial Advisor

Visit Shane Makary's website


Leah Gray

Administrative Assistant


  • Business Administration degree from Midwestern State University
  • Team member since 2009

Roles & Responsibilities

  • Specializes in client service
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