mission statement

Staff Photo 2017.jpg
 

our mission is to ENRICH, EDUCATE AND ADVANCE OUR CLIENTS' LIVES BY PROVIDING QUALITY ADVICE, CLIENT SERVICE AND A COMMITMENT TO EXCELLENCE IN ALL THAT WE DO.

 

Meet The Team

 Josh Strittmatter, CFP® CRC®, CEO, Personal Wealth Manager

Josh Strittmatter, CFP® CRC®, CEO, Personal Wealth Manager

 Jessica Fox, Business Development Manager

Jessica Fox, Business Development Manager

 Jill Lee, Operations Manager

Jill Lee, Operations Manager

 Kelly Buchfink, Branch Manager & Financial Advisor

Kelly Buchfink, Branch Manager & Financial Advisor

 Charity Ramsey, Financial Planning Assistant

Charity Ramsey, Financial Planning Assistant

 Tiffany Quasnitschka, Creative Director

Tiffany Quasnitschka, Creative Director

Accomplishments & Affiliations

Our Office

Mallick Tower

101 Summit Avenue, Ste. 910
Fort Worth, TX 76102

 
 

Contact Us

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