Erin Menking, CFP®

Financial Planning Associate

Fort Worth Office1515 8th Ave. Fort Worth, Texas 76104817.984.3132 GET IN TOUCH Name(Required) First Last Email(Required) Phone Number *(Required) Your Message(Required)This site is protected by reCAPTCHA and the Google Privacy…

Cindy Yac, MBA

Financial Planning Associate

Houston Office791 Town and Country Blvd., Ste. 250 Houston, Texas 77024713.781.2856 GET IN TOUCH Name(Required) First Last Email(Required) Phone Number *(Required) Your Message(Required)This site is protected by reCAPTCHA and the…

Brandon Williams, CFP®, MBA

Financial Planner

Houston Office791 Town and Country Blvd., Ste. 250 Houston, Texas 77024713.781.2856 GET IN TOUCH Name(Required) First Last Email(Required) Phone Number *(Required) Your Message(Required)This site is protected by reCAPTCHA and the…

Casey Kha
Casey Kha, CFP®

Wealth Advisor

Fort Worth Office1515 8th Ave. Fort Worth, Texas 76104817.984.3132 GET IN TOUCH Name(Required) First Last Email(Required) Phone Number *(Required) Your Message(Required)This site is protected by reCAPTCHA and the Google Privacy…

Christina Doherty
Christina Doherty, JD, CPA

Vice President & Director of Financial Planning

Houston Office791 Town and Country Blvd., Ste. 250 Houston, Texas 77024713.781.2856 GET IN TOUCH Name(Required) First Last Email(Required) Phone Number *(Required) Your Message(Required)This site is protected by reCAPTCHA and the…

Ryan Scharar, JD, CPA, MBA

President & Director of Tax

Fort Worth Office1515 8th Ave. Fort Worth, Texas 76104817.984.3132 GET IN TOUCH Name(Required) First Last Email(Required) Phone Number *(Required) Your Message(Required)This site is protected by reCAPTCHA and the Google Privacy…

Robert Scharar JD, CPA, MBA

Founder & CEO

Houston Office791 Town and Country Blvd., Ste. 250 Houston, Texas 77024713.781.2856 GET IN TOUCH Name(Required) First Last Email(Required) Phone Number *(Required) Your Message(Required)This site is protected by reCAPTCHA and the…