the uncommonly happy financial advisor with uncommonly happy clients



7001 Preston Rd, Suite 300
Dallas, TX 75205





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I help individuals, families, and business owners with their retirement, educational, life insurance, disability insurance, and long term care planning needs.

Our branch office is located at 7001 Preston Road in Suite 300 on the third floor. Some parking is available directly in front of the building, Park Cities Tower. More parking is available in the building's parking garage. 

The parking garage can be accessed by turning right on Hyer if you are driving south on Preston Road. You will turn left on Hyer if you are driving north on Preston. The parking garage entrance will be the second right. Please park and then take the elevators to the third floor.