POINTS OF CONTACT

For appointments:
Contact Carrie Johnson

For money allocation questions:
Contact Chad Drake

For insurance and account questions:
Contact Anna Stevens

OUR ADVISORS

Eddie Caldwell
CLU®, ChFC®
Partner and Private Wealth Advisor
Office 972-980-2022
Email
LinkedIn

Erik Lichty
CFP®
Partner and Private Wealth Advisor
Office 972-980-2004
Email
LinkedIn

Robert French
J.D., LL.M., MBA
Partner
Office 972-980-2067
Email

Scott Lichty
Principal and Financial Advisor
Office 972-980-2074
Email

Joel E Moore
CLU®, WMCP®
Principal and Financial Advisor
Office 972-980-2020
Email

Carrie Johnson
Chief Operating Officer
Office 972-980-2038
Email

Josh Caldwell
Financial Planning Analyst
Mobile 469-235-6577
Email

Anna Stevens
Director of Client Experience
Office 972-980-2002
Email

Chad Drake
Financial Planning Analyst
Office 972-980-2006
Email

Bryan Adkins
Chief Strategy Officer
Office 972-980-2089
Email