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 all aspects of financial planning. Her strengths lie in retirement planning and insurance product design.
Cristen believes in educating her clients and works diligently to help them develop and achieve their financial goals through tailored strategies.
Outside of work, she is an avid tennis player who loves traveling and spending time with her family, friends, and fur babies. Cristen's extensive experience and dedication to personalized client education make her a valuable asset to our team.