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