Broker Check

Our Team

Adrienne Upchurch, MBA, CFP® , CLU®

Founder and Managing Member

(972) 348-6378

[email protected]

Adrienne started her practice in 1999. Her years of experience and extensive education enable her to provide personalized strategies for individuals and businesses.  After completing her BS in Business Administration at The University of...

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Lee Cordobes

Managing Associate

(972) 348-6312

[email protected]

Lee graduated Magna Cum Laude from Washington and Lee University, with a BA degree in Economics and Art History with Honors. She lived in New York for 16 years working in publishing and overseeing revenue for some of the largest...

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JJ Lyphout, RICP®

VP Retirement Income Planning

JJ holds an RICP® (Retirement Income Certified Professional) designation and specializes in managing the transition from asset accumulation during working years, to decumulation in retirement years. He works with individuals and...

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Ryan Hill

401K/Pension Specialist

Ryan graduated Cum Laude from Stephen F. Austin State University in 1998, with a BBA degree in Business with a concentration in Finance. He joined the financial services industry in 2001 after acquiring an extensive management...

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Hallye Perkins, CFP®

Director of Financial Planning

In financial planning, as in any business, a reputation for quality service and integrity is earned by creating satisfied, knowledgeable clients. Hallye’s aptitude in analytical and advisory insight has equipped her to utilize...

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Catherine Patrick

VP of Wealth Management

Katelyn Nickel

Compliance Officer

Judi Oginsky

Compliance Coordinator

Joyce Pillard

Director of New Business

Kim Land


Paul Blas

Technology Specialist

Lois Fetveit

VP Marketing