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Meet Our Team
Rich Maus
LUTCF, CAP®
Partner
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Matt Davis
Partner
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Connor Nutt
Financial Advisor
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Andrew Balettie
Financial Advisor
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Tina Parker
ACS, AIAA
Director of Client Service and Operations
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Julie Davis
Director of Client Service and Operations
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Paris “Lexie” Spalding
Registered Service Assistant
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Marsha Meraz
Director of Administration
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Office:
(972) 774-2073
Fax: (214) 975-2156
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5005 LBJ Freeway, Suite 1125
Dallas, TX 75244