Dwight's distinctive approach to wealth creation and management is based on his 20 years of experience working with clients throughout the United States and around the world and his comprehensive understanding of how financial markets and the global economy work. As a Registered Principal and an independent advisor, he offers each client a personalized financial strategy, not a generic investment program. Clients' individual portfolios are based on their unique situations, attitudes and preferences, dreams and goals. Each plan is designed to help withstand change, both in the market and in a client's circumstances, so that it can work with and for them at every stage of their life. Dwight holds FINRA Series 7, 24, 51, 63 and 65 securities licenses and Group I insurance. Additionally, he is a member of the Dallas Estate Planning Council. Born and educated in Maryland, Dwight has lived and worked in Dallas since 1977. When he's not watching the markets and working with clients, he spends his time traveling with his wife, Kayla, and family. Dwight supports numerous charities in the local and national community including the Leukemia & Lymphoma Society, The Ronald McDonald House, Doctors without Borders and along with Kayla, are very active in the CASA program.

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In an ever-changing world, success is determined by effective choices and the ability to make decisions from an understanding of the big picture. As Director of Strategic Planning, Kayla has shown the ability to do this in all areas through consistent, dependable professionalism. The primary keys to her success have been her commitment to effectively analyzing the needs of her clients, excellence in fulfilling promises - confidentially and reliably and knowing and leveraging all of the pools of expertise available in all areas. Having grown up a "world citizen" with a multiple continent education, Kayla enjoys traveling with her husband, Dwight, and two grown daughters along "the road less traveled." She volunteers and supports the many community endeavors of the St. Vincent de Paul Society which gives a voice to the underserved of the community. She and Dwight are active volunteers in the CASA ( Court Appointed Special Advocates program) which assists the courts in working with abused children.

As Director of Client Services, Claudia is that rare breed: an independent thinker and problem-solver that also thrives in a team environment. She has a solid understanding that each client is an individual and that every situation is unique when it comes to organizing the firm's resources around their particular vision. Born in Northern Kentucky and educated in Cincinnati, Claudia is married with three children and three grandchildren. When she is not taking care of clients, Claudia is singing in two choirs and chasing balls on the golf course.