Broker Check

Team

Retirement Planning Team – Proudly Serving Garland, Frisco and the Surrounding Areas

Meet our team that creates our outstanding and unique client experience.

 

Mike simplifies the retirement process and facilitates the transition from working to retirement by helping clients determine realistic objectives and understand investment strategies.

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Chris Scarborough, CFP®

Managing Director / Vice President, LPL Financial Planner

(972) 840-3764

(972) 271-0534

Chris leads our financial planning team in the investment selection process. He assists clients in building and implementing their customized retirement plans using his core competencies in problem-solving and financial analysis.

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Seth Sartain

LPL Financial Planner

(972) 840-3764

(972) 271-0534

Seth assists in the planning process by integrating client goals with sound planning strategies. He holds Series 7 and 66 securities registrations through LPL Financial and is a Candidate for CFP® certification. While attending...

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Delivering the highest level of client service, Elizabeth is responsible for monitoring and keeping accounts up-to-date.

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John Ricker

Operations Manager

(972) 840-3764

(972) 271-0534

John's primary role is management of the day-to-day business aspects of the company, including accounting, human resources, and managing the administrative team.

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Krisie Albanesi

Administrative Assistant

972-840-3764

972-271-0534

Krisie was born and raised in Arlington, Texas. She obtained a bachelor’s degree from the University of Texas at Arlington in Marketing and Business Administration. After graduating, she worked seven years as a pharmaceutical...

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Stephanie Tang

Administrative Assistant

972-840-3764

972-271-0534

Stephanie is a Dallasite, born and raised in the DFW metroplex. She graduated from the University of North Texas with a bachelor’s in Hospitality Management and is a former Toastmaster International member. She has over 10 years...

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