The Team
Verus Wealth Advisors

Our Advisors

Charles C Lee

Charles C Lee

Financial Advisor

More about me...

Contact

charles.c.lee@ampf.com

972.398.8599

Designations

CFP®

Top Areas of Focus

  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies

Education

The University of Texas at Austin
CA Insurance #0I40260 AR License #1304793

VISIT MY WEBSITE

Brian Langford

Brian Langford

Financial Advisor

More about me...

Contact

brian.h.langford@ampf.com

972.398.8599

Designations

CFP®, CRPC®

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies

Education

BA, English, Bethel College, Mishawaka, IN
CA Insurance #0I33521

VISIT MY WEBSITE

Jeff Altman

Jeff Altman

Financial Advisor

More about me...

Contact

Jeffery.Altman@ampf.com

972.398.8599

Top Areas of Focus

  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies

Education

B.S., 2004, Business Administration, Arkansas State University
AR License #8484452

VISIT MY WEBSITE

Our Staff

Mary Cooper

Mary Cooper

Client Service Manager
More about me...

Contact

mary.2.cooper@ampf.com

972.398.8599 Ext. 108

Kacy Etchieson

Kacy Etchieson

Client Service Coordinator
More about me...

Contact

972.398.8599 Ext. 109

Joyce Boeck

Joyce Boeck

Administrative Assistant
More about me...

Contact

972.398.8599 Ext. 101

Julie Cacopardo

Julie Cacopardo

Client Service Coordinator
More about me...

Contact

972.398.8599 Ext. 110