With a solid foundation of teamwork, we apply the individual skills and strengths of each member of our practice to help achieve our collective goal of helping clients like you plan to meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


Our advisors



Our team

Robert Vigus

Robert Vigus

Financial Planning Specialist

Qualifications

  • BBA Economics - UNT
  • MA History - UNT
  • Working in the financial planning industry since 2007

Roles & Responsibilities

  • Provide direct and detail service to clients and referrals
  • Prepare reports, data and financial plans for Dusti to use in client meetings
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Jennie Whiffin

Jennie Whiffin

Client Concierge,

Event Planner

Qualifications

  • Bachelor’s Degree in English - BEng
  • Master’s Degree in Educational Leadership - M.Ed Leadership
  • 15 years of teaching High School English

Roles & Responsibilities

  • Plan and manage office and client events
  • Schedule Client Meetings
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