Contact

Get in touch with us

Have a question? Contact us!

We love to chat with our current and future clients. Please don’t hesitate to reach out.

Office Hours: Mon-Fri 9am-5pm

Office Number: (972) 443-5207

Kristi’s Cell: (972) 955-1294

Kristi’s Calendar
Get in touch with us

Popular Questions

We know you have questions and we want to do our best to answer each and every one of them. In the meantime here are a few common we get often.

A financial advisor helps you manage your finances, plan for future goals, and make informed investment decisions. You may need one for professional guidance and to ensure you’re on track to meet financial goals.

We can work with any budget so if you are just starting out that is okay. We work with clients through all stages of life.

Through an initial consultation where we assess your financial situation, goals, risk tolerance, and more. We will create a plan that feels comfortable to you and fits your needs.

Fees vary depending on the services rendered, and can include comprehensive financial planning, ongoing investment management, and consultation services. We will explain all these details in our consultation.

Email us

Kristi.denham@lpl.com
Kathy.griffith@lpl.com

Location

Wylie TX 75098

Call Us

Office: (972)443-5207
Kristi’s Cell: (972) 955-1294