Interview Q&A
How long have you been in business?
35 Years
What is your primary product or service?
Financial Advisor for multi-generational family business owners, closely held corporations and high net worth families.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
I started in the life insurance industry in 1978. I soon realized the families and business owners needed advice not just product. I finished my Masters degree and began to build an advisory practice
How do you differentiate yourself from other businesses in your category and area?
There is a missing element in traditional planning. Its the step that precedes the tools and techniques. That is the step we call "The Bigger Conversations" These are the conversations that other advisors are not having with their clients.
How many locations do you have and do you have plans to expand?
We have an office in Tyler Texas and one in Dallas Texas
Provide detailed directions to your location
5041 Kinsey Dr. Tyler, Texas and 13155 Noel Rd suite 1000 Dallas Texas. 10th floor of the Galleria in Dallas
What type of payments do you accept?
Check only
Which areas do you service?
We have clients in 13 states.
Who owns your company or runs daily operations?
I own the company with my partner Tiffany Kirgan
What are your hours of operation?
normally 8:00 to 5:00 but we accommodate our clients
What is the best compliment anyone can give you?
that they have an advisor that really listens to them and helps them articulate their Why
What is your favorite quote or Bible verse?
Isaiah 1:17 Learn to do well. Seek justice. Relieve the oppressed and plead for the widow.