Kevin Clift, CIMA®, CPFA®

Managing Director - Financial Advisor, Corporate Retirement Director, Consulting Group

214-775-6453
Email |

Matt Sheldahl, CFA®

First Vice President - Financial Advisor, Corporate Retirement Director, Portfolio Manager - Portfolio Focus

214-775-6467

Kyle Clift, CRPS®

Vice President - Financial Advisor, Corporate Retirement Director, Portfolio Manager - Portfolio Focus

214-775-6431
Email |

Susanne Clift

Client Associate

214-775-6456

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