Team At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.We can help you address:Investing principles and strategiesRetirement investing and distribution strategiesEstate conservation issuesRisk management analysisWe also can answer your questions, including:Can I retire early?Are my investments working hard enough?What’s a good approach for college savings?What are the elements of a sound estate strategy?Do I have enough life insurance for my family?Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation. Tim Stark, CFP®, CPA* Financial Advisor (972) 348-6320 firstname.lastname@example.org Our clients choose us and stay with us because we are focused wholly on helping them manage, protect, and maximize their money. It is my personal objective to work diligently to build trusting relationships so that we can continue to... Read more Kim Croley Operations Manager/Executive Assistant (972) 348-6384 (214)526-1360 email@example.com Catherine Patrick Investment Specialist 972-348-6375 firstname.lastname@example.org Paul Blas Technology Specialist 972-348-6363 email@example.com Shad Robertson Insurance and Investment Specialist 972-348-6393 firstname.lastname@example.org Sherika Rodgers New Business Coordinator 972-348-6387 email@example.com Have a Question? Name Email Address Question Thank you! Oops!