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We can meet In Person, by Video-Conference, or Phone.

We look forward to helping you with the next step of your individual financial plan.

To Best Serve Our Clients, We Are Limiting
The Number of New Clients Each Month

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Lori Crilley
RFC®, CRC®, CPFA®


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Katelin Kalik

Katelin Kalik
RFC®, CDFA®


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Nathan Martin

Nathan Martin
MS®


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North of Shea Blvd on Tatum turn East into complex north of Parkway Bank and Trust  White building towards the back

or 

South of Cactus on Tatum turn East into complex north of Parkway Bank and Trust  White building towards the back