Dallas
Our Dallas, Texas, team specialize in helping business owners, entrepreneurs, and executives. With deep expertise in comprehensive financial planning, investment management, private investments, risk management, and tax strategies, we deliver personalized strategies designed to help clients pursue clarity and peace of mind as they plan for their financial future. In addition to serving the Dallas and Fort Worth area, we work with clients nationwide who align with our focus and values.
Dallas Team

Kevin S. Gray
Partner, CEO & Wealth Advisor

Matthew G. Harwell
Wealth Advisor

John Rinker, CFP®
Wealth Advisor

Lisa Monello
Executive Administrator

Niko Puritz, CFP®
Wealth Advisor
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5001 Spring Valley Road
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1-844-508-7884 |
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[email protected] |