Team
David Morrison
Senior Financial Advisor
M. David Morrison, a native of Dallas, Texas, currently resides in Plano with his wife, Cindy. He began his career in the financial services industry in 1992 as an insurance agent with a large national firm. However, David quickly...
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Cristen Deteau
Senior Financial Advisor
Cristen Deteau, a Dallas native currently residing in Plano, TX, joined our team in October 2023. Since 2000 Cristen has served as a trusted Financial Advisor for various CPA firms in the DFW area, and has since developed a passion for...
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Mark Hansen
Financial Advisor
Mark Hansen works to help clients pursue their financial goals. Residing in Allen, TX, Mark lives with his wife and three children. Both he and his wife are active members of a local church and are deeply engaged in their community...
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Sebastian Leyton
Financial Advisor
Sebastian Leyton resides in Lafayette, Louisiana, and has been passionate about financial topics since his teenage years. Throughout his career, he has helped hundreds of clients navigate their financial journeys.Sebastian specializes...
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