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 |

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Boy with Down syndrome laughing with mother

Family members with special needs: How to plan for their financial well-being

Securing the long-term future of a loved one with a disability or medical condition requires expert guidance and personalized planning.

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