About Us
Meet Your Team
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ADVISORS
Adrienne Upchurch
MBA, CFP®, CLU®
Managing Partner
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MBA, CFP®, CLU®
Managing Partner
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After completing her BS in Business Administration at The University of Southern Mississippi, Adrienne received her MBA in Finance from The University of North Texas. She continued her education by attaining her CLU® (Chartered Life Underwriter) and CFP® (Certified Financial Planner) designations. She enjoys teaching others about insurance and financial planning, and has been a guest speaker at many local and national conferences.
Adrienne is active in the financial industry--she is the past president of the Dallas/Fort Worth chapter of Women in Insurance and Financial Services (WIFS), and she is still serving on the board. She is a current member of the National Association of Insurance and Financial Advisors, the Society of Financial Service Professionals and the Financial Planning Association. She has received numerous awards for quality of service to clients and the industry.
JJ Lyphout
RICP®
Managing Partner
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RICP®
Managing Partner
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JJ graduated with two degrees from the University of Notre Dame. He spent the beginning part of his career mastering operational excellence with three different industry leading companies.
He currently serves on the Board of Directors for the Coppell Chamber of Commerce as the Treasurer and the Incoming Chairman of the Board.
Hallye Perkins
CFP®
Managing Partner
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CFP®
Managing Partner
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In financial planning, as in any business, a reputation for quality service and integrity is earned by creating satisfied and knowledgeable clients. Hallye's analytical aptitude and keen insight have equipped her to utilize the firm's extensive research and securities data to personalize each client's planning and advisory process. Her experience and education also make her well suited to implement recommendations to the group's portfolio-management strategies.
Without proper planning, people are worried about the “gaps” in their financial lives. As your financial planner, our job is to help you identify any gaps and put you on a path to reach your goals. Ultimately, our goal is to have clients walk away with a peace of mind regarding their financial lives. Hallye's abilities, confident demeanor, and unwavering desire to help others enable her to develop strong and lasting client relationships.
With a degree in business administration from Rhodes College and a Masters in Accountancy from Southern Methodist University, Hallye holds numerous securities registrations with FINRA as well as a Group I Life and Health Insurance License with the State of Texas. She obtained her Certified Financial Planner Professional designation in 2014.
SUPPORT TEAM
Ryan Hill
Pension/401K Specialist
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Pension/401K Specialist
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Registrations and Licenses
FINRA Series 7 Registration (General Securities Representative)
FINRA Series 63 (Uniform Securities Agent State Law Examination)
FINRA Series 65 Registration (Uniform Investment Advisor Law Examination)
Group I Insurance License (Life. Health and Disability)