James Winkler

James Winkler

Senior Vice President - Financial Advisor, Portfolio Director Group

972-612-4241
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Lauren Johnson

Lauren Johnson, CFP®

First Vice President - Financial Advisor, Portfolio Director Group

972-612-4242
Email |

Latest Insights

Older woman in her ceramic studio looking at a tablet

Planning for succession

If you’ve been wondering about the future of your business after you retire, here’s a quick look at some of the factors you may want to consider.

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