Broker Check
 

Plano, TX

Team Members

Edmon "Jake" Tomes

Chief Executive Officer & Wealth Advisor

866.834.1040

866.763.9136

G. Brent Morton, MBA

Chief Operating Officer & Wealth Advisor

866.834.1040

866.763.9136

Adam D. Prewett, AIF®, CRPC®

Practice Director & Wealth Advisor

866.834.1040

866.763.9136

Josh Hampton, CFP®

BUL & Wealth Advisor - Plano & Dallas

866.834.1040

866.763.9136

Terry Thompkins, CFP®, CLU®, ADPA®

Practice Director & Wealth Advisor

866.834.1040

866.763.9136

David Byrnes

Practice Director & Wealth Advisor

866.834.1040

866.763.9136

Todd M. Bulot

Practice Director

866.834.1040

866.763.9136



5850 Granite Parkway, Suite 270  |  Plano, TX  75024

Phone: 866.834.1040  |  Fax: 866.763.9136