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Our Mission

How We Work

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. 

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

Our Process

Everything starts with building open communication and trust.  Then we build a foundation by looking at your goals and objectives to complete a real time financial picture.  From there we implement wealth building strategies tailored to your comfort level. 

Our History

Our History

After obtaining a BBA in Finance from TCU in 1987 I worked 11 years as a wholesale inventory auditor for GMAC.  In 1999 I started to pursue a career in personal financial planning.   I started out learning the business at Carter Financial Management.  A large successful financial planning company in Dallas, TX.  I obtained my CFP® designation in 2004 and started out on my own renting an office in Bedford.  In 2017, my wife, Cindy and I reached one of your long-standing business goals of starting Osiana Properties LLC and bought our first property near downtown Grapevine.  After extensive remodeling this is now my permanent home office. 

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