Our Team

How We Work
Our staff consists of experienced professionals with a “hands on” approach to financial guidance. Not only will you find our team members knowledgeable, but you will discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.
Our team approach adds perspective to all we do and provides increased benefits to our clients.
Meet Our Team
Find a Financial Professional
- Anna Shannon
- Christian Bridges, CFP®, AAMS, CPFA
- Daniel Watkins
- Heather Bridges
- Jessyca Miller
- Joe Brownback, CFP®, CFA, CPFA
- Kelly Francis, CRC, CKA
- Larry Brunell
- Silvano Rebosio
- Tonya Carlisle
Fort Worth, TX


Heather Bridges
Vice President, Licensed Administrative Assistant, Insurance Specialist
817-529-8463



Ennis, TX