Ricky Fairchild, CFA

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

214-775-6485
Email |

Shari Lafleur

Senior Investment Associate

214-775-6445

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Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

advisor

Wealth Management Consultant


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Wealth Planning Consultant


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Trust Consultant


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Insurance Consultant


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Insurance and Annuity Consultant


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Divisional Retirement Plan Consultant