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    Advice You Can Trust

    We’re an independent financial consulting firm that has been serving successful individuals and multigenerational families for more than 35 years. We’ve built our reputation by delivering our personal touch and the financial knowledge you need to work toward your goals.

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    Solutions Designed for You

    We are firm believers in the benefits of comprehensive financial planning.
    You will receive a personalized plan that may include the following strategies.

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    Helping You Make Wise Choices

    We want you to have the information and knowledge you need to make well-informed financial decisions. We host numerous educational and social events throughout the year because we're committed to helping you learn and thrive.

    Offering You Recognized Experience

    Our firm and members of our advisory team have consistently earned recognition and awards.
    We are dedicated to providing quality service to our clients.

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    2012–2021

    Forbes-Top-Women-Wealth-Advisors-Logo

    2020-2021

    Forbes-Best-State-Wealth-Advisors-Logo

    2019–2021

    Fort-Worth-Fastest-Growing-Companies-Logo

    2021

    *Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 4,007 Dallas/Fort Worth-area wealth managers were considered for the award; 309 (8% of candidates) were named 2021 Five Star Wealth Managers (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.

    The ranking of Forbes’ Top Women Wealth Advisors(1) is based on an algorithm of qualitative and quantitative criteria, including a minimum of seven years of experience, a minimum of $1 million in production, and the weighing of factors including revenue trends, assets under management, compliance records, industry experience, and best practices (gathered through telephone and in-person due–diligence interviews). SHOOK Research also employs an opinion-based weighting system that prioritizes its preferred “best practices,” which include business models, activities, processes, and structure. Overall, 9,785 advisors were considered, and 1,000 (10.2 percent of candidates) were recognized. For the full methodology (2) that Forbes developed in partnership with SHOOK Research, please visit forbes.com. (1)This recognition and the due diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary. As your specific needs and circumstances may vary, you are encouraged to conduct your own due diligence. (2)Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.

    Methodology Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including in-person interviews; industry experience; compliance records; revenue produced; and assets under management. Forbes| SHOOK TOP ADVISOR DIRECTORY SHOOK does not receive compensation in exchange for its Top Advisor placements or rankings, which are determined independently (see methodology). Participation in this directory is limited to ranked advisors; once placed on a ranking, advisors may choose to pay fees to Forbes and Shook for premium listing features as indicated by highlighted names. Investors must carefully choose the right advisor for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.’

    Fort Worth Inc.’s Fastest-Growing Companies 2021 represents the third year the magazine has examined the firms and industries that are posting the region’s biggest growth. Companies were eligible to compete if they’re for-profit, generated at least $50,000 in revenue for 2016 and at least $1.5 million in revenue for 2019, and are based in Greater Fort Worth, including several surrounding counties. Companies were ranked based on three-year revenue growth through 2019 and didn’t take 2020 into account. 

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