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

(972) 840-3764

(972) 271-0534

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

(972) 840-3764

(972) 271-0534

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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Robert Cody, AWMA®

LPL Financial Planner

(972) 840-3764

(972) 271-0534

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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Elizabeth Phillips

Client Service Manager

(972) 840-3764

(972) 271-0534

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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Stephanie Tang

Business Development Manager

972-840-3764

972-271-0534

Stephanie is a Dallasite, born and raised in the DFW metroplex. She graduated from the University of North Texas with a bachelor’s in Hospitality Management and is a former Toastmaster International member. She has over 10 years...

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John Ricker

Operations Manager

(972) 840-3764

(972) 271-0534

John's primary role is management of the day-to-day business aspects of the company, including accounting, human resources, and managing the administrative team.

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Hayden Lackey, CRPC®

LPL Financial Planner

972-840-3764

972-271-0534

His goal is to help clients achieve their perfect version of financial success. By focusing on the planning process and always putting the client first, his goal is to help clients achieve financial freedom during all stages of their...

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