Broker Check

Team

Retirement Planning Team – Proudly Serving Garland, Frisco and the Surrounding Areas

Meet our team that creates our outstanding and unique client experience.

 

Mike simplifies the retirement process and facilitates the transition from working to retirement by helping clients determine realistic objectives and understand investment strategies.

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Chris Scarborough, CFP®

Vice President, LPL Financial Planner

Chris leads our financial planning team in the investment selection process. He assists clients in building and implementing their customized retirement plans using his core competencies in problem-solving and financial analysis.

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Seth Sartain, CFP®

Director of Financial Planning

Seth integrates client goals with sound planning strategies to bring confidence to the planning process. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, holds Series 7 and 66 securities registrations through LPL Financial.

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Rob provides clients with his expertise in creating a comprehensive, goals-based approach to financial planning, which he learned while serving as Vice President at Merrill Lynch. He has worked with clients from all walks of life and...

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Delivering the highest level of client service, Elizabeth is responsible for monitoring and keeping accounts up-to-date.

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Claudia has background experience in wealth, risk and office management. She is a licensed Property & Casualty agent since 2007 in Texas. Claudia is a results-oriented manager with demonstrated experience supporting all areas of...

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Katelyn is a people-centered administrative professional, with over 7 years of administrative and executive assistance experience. She has a bachelor’s degree in Communications with an emphasis in Public Relations from Brigham...

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