How We Work

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

Fort Worth, TX

Christian Bridges

Christian Bridges, AAMS, CPFA

President & Chief Executive Officer

817-484-9800

817-529-8463

Heather Bridges

Heather Bridges

Vice President, Licensed Administrative Assistant, Insurance Specialist

817-484-9800

817-529-8463

Tonya Carlisle

Tonya Carlisle

Executive Administrative Assistant, Office Manager

817-484-9800

817-529-8463

Joe Brownback

Joe Brownback, CFP, CPFA

VP of Operations, Retirement Plan Specialist

817-484-9800

817-529-8463

Silvano Rebosio

Licensed Administrative Assistant

817-484-9800

817-529-8463

Tyler, TX

Melissa Shanhouse

Melissa Shanhouse

Vice President, Business Development, and Wealth Advisor

903-991-2101

903-991-2108