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

Employee pushes cart through servers in a data center.

AI’s big leaps in 2025

AI is seldom out of the headlines in 2025, with defining developments coming one after another. We look at where AI is today and how its promise is matched against technological, economic, and geopolitical challenges.

Read more