About Us

With over 20 years of experience in wealth management and financial planning, Ben has amassed an abundance of knowledge and experience in helping clients preserve and grow their wealth. Ben acquired a Master of Science degree in Personal Financial Planning (MSFP) from the College for Financial Planning, is a Certified Financial Planner™ (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), Accredited Portfolio Management Advisor (APMA™) and earned a

Bachelor of Science degree in Finance from the University of Texas in Arlington. 

Ben has a vast background in comprehensive planning and wealth management with notable depth in multi-generational planning & specializes in high-net-worth planning strategies. He has a passion for comprehensive financial planning which may include portfolio management, trust & estate planning, business succession, and income tax strategies. He is dedicated on delivering sound financial solutions and maintaining strong personal relationships with his clients.

Ben is an engaged member of the Church of Jesus Christ of Latter-Day Saints. He completed voluntary mission service in Lima, Peru from 1997-1999 and is a local youth group leader.  He also actively devotes time to community service programs by volunteering at the Keller Community Storehouse, the “I Can Still Shine” program and Tarrant Area Food Banks.  He is also a regular donor to Toys 4 Tots, Salvation Army’s “Angel Tree” program, and giving to Cooks Children’s Hospital. Ben has a passion for mountain escapes while spending time with his wife and 2 adult children. He enjoys hiking, mountain biking, camping, and nearly all outdoor activities.

With over 15 years of experience in the finance industry, Nick has garnered extensive knowledge and experience in helping clients build and preserve their wealth.  Nick is an Accredited Portfolio Management Advisor™ (APMA™), and holds Series 6, 7, 9/10, 63 & 66 licenses.  Nick earned a Bachelor of Science degree in Business Management with an emphasis in Finance from the University of Phoenix.  

Nick has an extensive background in portfolio management allowing him to design and manage customized, comprehensive financial plans that reflect his clients’ unique objectives and provide ongoing oversight of their asset management, trust and estate planning, business development and other wealth and income strategies.  Nick’s focus is on building lasting relationships with his clients based on delivering quality and timely advice as well as trust.   

Nick is an active member of the Church of Jesus Christ of Latter-Day Saints. He completed his missionary service in San Antonio from 2006-2008. He also actively allots time to community service programs by volunteering with the “I Can Still Shine” organization, at the Keller Community Storehouse, and Tarrant & neighboring Area Food Banks.  He is also a routine donor to Cooks Children’s Hospital, Toys 4 Tots and to the Salvation Army’s “Angel Tree” program. In his spare time, Nick enjoys mountain biking, playing soccer, traveling, working out, spending time with his wife and 4 kids, coaching his kid’s soccer team and watching them play baseball & soccer.

Ana is a Chartered Retirement Planning Counselor™ (CRPC™) and an Accredited Portfolio Management Advisor™ (APMA™).  She holds the Series 7, 66 and Texas Insurance licenses.  Born & raised in Tuscaloosa, Alabama, Ana earned a Bachelor of Science degree in Finance and in Marketing from Alabama University.

Ana’s primary role is to assist financial advisors in preparing financial plans for clients. Her responsibilities include gathering and analyzing data, researching investment options, creating investment strategies, and preparing client reports, illustrations and presentations.

Ana is an avid Alabama Football fan and in her spare time she enjoys playing pickle ball, running, spending time with family on the lake, wake boarding, surfing and skiing.  She also actively allots time to community service programs by volunteering with the “I Can Still Shine” organization, Tarrant & neighboring Area Food Banks and is a routine donor to Cooks Children’s Hospital, Toys 4 Tots and to the Salvation Army’s “Angel Tree” program. 

Peyton is a Chartered Retirement Planning Counselor™ (CRPC™) and an Accredited Portfolio Management Advisor™ (APMA™).  He holds the Series 7, 66 and Texas Insurance licenses.  Peyton earned a Bachelor of Science degree in Financial Management from Abilene Christian University.

Peyton’s primary role is to assist financial advisors in preparing financial plans for clients. His responsibilities include gathering and analyzing data, researching investment options, creating investment strategies, and preparing client reports, illustrations and presentations.

Peyton is an active member of Keystone Church and is part of the music ministry as a keyboard player.  He also actively devotes time to community service programs by volunteering with Tarrant & neighboring Area Food Banks.  He is a routine donor to Cooks Children’s Hospital, Toys 4 Tots and to the Salvation Army’s “Angel Tree” program. In his spare time, Peyton enjoys spending time with his wife, reading, and having game nights with family and friends.

Leslie has been a valued member of the practice for 18 years.  Leslie holds a Series 7, 63 and Texas Insurance License. She earned a Bachelor of Science degree in Biology from Southern University but shifted her passion to finance and has been in the industry since 2007. 

Leslie’s primary role is to maintain client relationships while ensuring outstanding service. She oversees the firms daily business operations & transactions.  Leslie serves as the HR manager and she also ensures the practice is compliant in all areas.

Leslie is an avid performance art and music enthusiast. She enjoys spending time with family, daily worshiping, traveling, attending live stage & music events, writing poetry and is a huge movie buff.  She also actively dedicates time to community service programs by volunteering with the Salvation Army’s Random Acts of Kindness events, the “I Can Still Shine” organization, Tarrant & neighboring Area Food Banks and is a regular donor to Cooks Children’s Hospital, Toys 4 Tots and to the Salvation Army’s “Angel Tree” program. 

Amie has been a valued member of the practice for 5 years.  Amie holds an Associate of Applied Science degree in Business Management from Bringham Young University, Idaho.  She is also certified in Administration and Business Leadership.

Amie’s primary role is to oversee & coordinate daily office operations.  Amie leads all marketing efforts ensuring a professional presentation of the firm and exceptional, WOW experiences for our clients.

In her spare time, she enjoys spending time with family, her three grandkids.  She also loves time on the beach, family game nights and great Mexican food. She also actively allots time to community service programs by volunteering with Tarrant & neighboring Area Food Banks, the “I Can Still Shine” organization, and is a regular donor to Cooks Children’s Hospital, Toys 4 Tots and to the Salvation Army’s “Angel Tree” program.