Our Associates

  • Bruce Bessner, CFP®, LUTCF

    Bruce Bessner, CFP®, LUTCF


  • Brian Bessner, CFP®

    Brian Bessner, CFP®

    Vice President
    Brian Bessner, CFP®
    Dallas, TX 75206

  • Mike Bessner, LUTCF

    Mike Bessner, LUTCF

    Financial Professional

  • Jason Bonn

    Jason Bonn


  • David Boren, CFP®, CLU

    David Boren, CFP®, CLU

    Vice President

  • Charlie Castro, CFP®, RICP®

    Charlie Castro, CFP®, RICP®

    Wealth Manager

  • Leo Castro, LUTCF

    Leo Castro, LUTCF

    Financial Professional

  • Mariano Gomez, MBA

    Mariano Gomez, MBA

    Director of Property & Casualty Department

  • Austin Hilscher

    Austin Hilscher

    Assistant Paraplanner

  • Karen Kammer

    Karen Kammer

    Director of New Business

  • Valkyrie Lang,  RICP©, CLTC©

    Valkyrie Lang, RICP©, CLTC©

    Financial Professional

  • Megan Pumphrey, MBA

    Megan Pumphrey, MBA

    Financial Professional