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Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Andrew Hickey, CFP®

Financial Advisor/Managing Principal

214-440-3615

(214) 291-5467

Andrew started his career in the financial services industry at a large institution helping clients manage their finances. While he enjoyed working with individuals and helping them plan for their future, he quickly learned that he...

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Randy has been in the financial services industry for over 25 years, and he is drawn to helping pilots in particular because of his experience as a pilot. He started working with Southwest Airlines in 1983 and played a key role in...

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Angie Hickey

Office Manager

(214) 440-3615

(214) 291-5467

John W. Paulson

Financial Consultant/Chief Investment Officer

(214) 440-3615

(214) 291-5467

John Paulson hails from The Colony, TX when it really was just a city by the lake. He graduated Magna-Cumlaude from Southwest Texas State University in San Marcos, TX (currently Texas State) with a Bachelors of Business Administration...

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