Team

We believe our teamwork approach adds a broader perspective to all we do and can help provide increased benefits to our clients. Our team has a collective 45 plus years of investment industry experience. Our goal is to ensure that our business model allows us to be available to communicate, listen and support the needs of the families we serve with the a high level of integrity and personalized service.

Listening and asking good questions are the key to our process. Your confidence and discernment of your overall financial picture and direction is our highest priority.

 

Chad Frantzen

CERTIFIED FINANCIAL PLANNERâ„¢

972-719-2557

888-915-3130

Chad love the outdoors and family. He enjoys helping others as a trustworthy person who can listen and encourage. He and his wife Kelli have been married 14 years and have an eight year old son, Tyler and a three year old son, Joseph.

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Karen Adams Brinkley handles all the day to day operations of the office including client service and communication, and administrative operations. She is an advocate for our clients to help answer their needs.

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