Staff Directory

Points of Contact

For appointments:
Contact Carrie Johnson

For account updates:
Contact Sara Lichty

For insurance questions:
Contact Carrie Johnson

For money allocation questions:
Contact Josh Caldwell

Our Advisors

Eddie Caldwell
CLU®, ChFC®
Wealth Management Advisor
Office 972-980-2022
Email
LinkedIn

Erik Lichty
CFP®
Wealth Management Advisor
Office 972-980-2004
Email
LinkedIn

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

Our Staff

Carrie Johnson
Practice Manager
Office 972-980-2038
Email

Sara B. Lichty
Chief Operating Officer
Fax 972-661-5047
Email

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