Award Winning Registered Investment Advisor*

Texas

Austin

1250 S Capital of Texas Highway Building 3,
Suite 400

Austin, TX 78746

Dallas

3838 Oak Lawn Avenue, Suite 1000

Dallas, TX 75219

Unbiased Advice From Our Team

Advisory Team

Michael Jensen, CFP®

Managing Partner

Kevin

Kevin Mayo CFP®, MBA

Managing Director

Ryan

Ryan Perry CFP®, AIF®

Financial Planner

Ron

Ron Guay CFP®, EA

Financial Planner