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

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A new era of wealth transfer: Five key takeaways for securing your family legacy

Insights into giving and inheriting wealth across generations.

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