James Winkler

James Winkler

Senior Vice President - Financial Advisor, Portfolio Director Group

972-612-4241
Email |
Lauren Johnson

Lauren Johnson, CFP®

First Vice President - Financial Advisor, Portfolio Director Group

972-612-4242
Email |

Latest Insights

adult daughter talking to senior mother

How to talk to your parents about their estate plan

Conversations about values and wishes for their estate are as important as the planning itself.

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