Broker Check

Our Qualifications

Marcos, Kris, and David have a combined 40 years of experience helping people work towards making wise financial decisions. Both Marcos and Kris have Bachelor degrees in Finance and hold several general securities registrations, as well as their Group 1 insurance license. Though we primarily work with clients in the Dallas Fort Worth area, we do also work with a select group of clients outside of Texas in various states.

We are dedicated to developing lasting relationships with all our clients. We believe in looking at your entire picture in order to help you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future. 

We’re looking forward to using our knowledge and experience to help you pursue your financial goals.