Our Team
Serving the local Denton, Dallas, and Fort Worth, TX area since 2001, our growing team is always ready to help clients navigate retirement planning, investment planning, and wealth management.
Fiduciary Financial Planners in Denton, Fort Worth, and Dallas
Dave Ragan, CFP®, AIF
President
Susy Thomas, CFP®
Vice President
Rob Thomas, CFP®
Associate Planner
Elizabeth Clayton
Financial Planning Specialist
Sandy Williams
Office Manager
Our Investment Approach
Download Our Pursuing a Better Investment Approach Fact Sheet
