Our team strives to provide an elevated standard of care to individuals, families, and businesses both locally and around the country. Our mission is to become clients' most trusted partner by leveraging our experience, expertise, and passion for making a difference to help them live more meaningful and impactful financial lives. Our commitment to this mission is defined by three core principles:
Together, we can help you meet your financial future with more confidence.
Hien is a seasoned professional with well over a decade of experience in the financial services industry. To Hien, being a Portfolio Manager is his profession...helping people is his Career. He graduated Magna Cum Laude from the University of Houston and was a cofounder of the Cougar Investment Research Group (CIRG). In his free time, he's an avid angler and enjoys volunteering.
Brittney grew up in Minnesota and attended the University of St. Thomas where she earned a bachelor's degree in marketing and communications. She enjoys spending time with her family and exploring local parks with her husband (Dan) and son (Peyton).
Madison recently moved back home to the Dallas/Fort Worth area after leaving to pursue her Bachelor’s in Economics at Stephen F. Austin State University, where she graduated Summa Cum Laude. In her free time, she enjoys exploring DFW, trying new restaurants, and taking Evie, her black lab, to the dog park.
Logan was born and raised in Snyder, Texas.
Caitlyn was born and raised in Rockwall, Texas. She served in the US Navy for 11 years and then earned her bachelor’s degree in Business Administration from Texas Woman’s University. She enjoys spending time with her friends and family and golfing with her husband Michael.
Lisa grew up in Arlington, Texas where she attended Tarrant County College. She has over 18 years of experience as an administrative professional with a focus on client services and business development. Outside of work she loves to enjoy a nice cup of coffee or sweet tea, anything country, and spending time with her 3 children Ashlyn, Rylan, Collin, and their dog Cody.
After you complete the form below, I will contact you to set up a no-obligation, complimentary consultation. During our meeting, we'll discuss your financial goals, the personalized advice I provide, and the costs associated. I look forward to meeting you and discussing your financial future.
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This offer is valid only in the United States.
The initial consultation provides an overview of financial planning concepts. You will not receive
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The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
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