We are proud to serve the following Texas locations.
Texas
Dallas Office
14221 Dallas Pkwy, Suite 100
Dallas, TX 75254
Our headquarters reside in Dallas, the thriving heart of Texas, renowned for its business community. We mirror Dallas’s innovation and opportunity in managing your financial goals, ensuring your vision becomes reality.
Meet Our Texas Team
John Hoffman
Managing Partner
Pete Peterson
AIF®, CRPS®, CPFA®, C(k)P®
Executive Director Corporate Solutions
Jim Mars
CFP®