Financial advisors in Plano

Your financial planning needs are unique. Our team will go deeper to understand your mindset and what shapes your view on money. Acting as an advisor in your corner, we'll build a strategy with your values, priorities and beliefs at the center.

Address

5810 Tennyson Parkway, Suite 200

Plano, TX 75204

Hours

Telephone

Meet our advisors

Trudy Turner, CPA/PFS, CFP®, CPWA

Wealth Advisor

Ready to start a conversation? We’re here to listen.

Tell us about yourself at no cost or obligation.

  • An introduction to an advisor
  • A personal conversation
  • Your questions answered

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