Our Associates
Advisors & Planners
-
Bruce Bessner, CFP®, LUTCF
President
-
Brian Bessner, CFP®
Vice President
Brian Bessner, CFP®
Dallas, TX 75206 -
David Boren, CFP®, CLU
Vice President
-
Mike Bessner, LUTCF
Financial Professional
-
Charlie Castro, CFP®, RICP®
Wealth Manager
-
Leo Castro, LUTCF
Financial Professional
-
Valkyrie Lang, RICP©, CLTC©
Financial Professional
-
Megan Pumphrey, MBA
Financial Professional
Insurance Advisor
-
Mariano Gomez, MBA
Director of Property & Casualty Department
Support Staff
-
Amanda Morgan, IOM
Director of Operations - Financial Services Practice
-
Karen Kammer
Director of New Business
-
Kathryn Elliott
Executive Administrative Assistant
-
Matthew Bessner
Administrative Assistant
-
Jane Conway
Executive Assistant
