Board of Directors
Matt D. Bednarz
Dallas, TX
Investment Advisor Representative -Partner & Board Of Directors
(214) 630-6337
Senior Partners
David L. Goodrich, LUTCF
Addison, TX
Investment Advisor Representative - Senior Partner
(972) 470-0167
Jeff Shanine, Certified Financial Fiduciary
Peoria, IL
Investment Advisor Representative - Senior Partner
309 340 9000
David Pabin
Wylie, TX
Investment Advisor Representative -Senior Partner
Partners
Affiliated Advisors
Support Staff
Kassie Hieronimus *
Peoria, IL
Director of Advisory Support & Technical Solutions for Marc Minor
309.216.6662
Amber Geary
Manager of Client Services for Jason Smith
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.