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
Josh Caldwell
Financial Advisor
Mobile 469-235-6577
Email