COVID-19 Update

COVID-19 Information

Our staff continues to work remotely as we shelter-in-place. We’re paying close attention to the updates on Covid cases in Dallas specifically, but also Texas in general. We’re working hard to keep our staff and clients safe. Our plan is to follow state and county guidelines and reopen as soon as we can.  


As always, we’re available Monday through Friday, 8:00 am through 5:00 pm. We’re still available to meet with our clients via phone or video conferencing.  During this season of quarantine, our Advisors and Operations team have been fully functional. We’re grateful for the technology in place to make the transition a seamless one.


We look forward to meeting with you in person in the near future as we take conservative steps to reopen the office.  Please don’t hesitate to reach out to us with any questions or concerns.