Texas

Since 1988, Dave assisted businesses and individuals in overcoming financial challenges. Licensed in Health, Life, P&C, and certified in Estate Planning. With Securities Licenses in Series 6, 63, and 65, he’s equipped to provide comprehensive financial guidance. His expertise extends to helping businesses and individuals thrive. He’s also built a strong network of professionals, including

She has been with Turtle Creek Financial Group since 2012. She is a member of the International Association of Registered Financial Consultants. She helps her clients by identifying problems in areas where their financial needs may have to be adjusted. Each case is designed for the specific needs and goals of each client. Roxanne’s love