Dallas investment firm

Meet the Team

Dallas investment firm

Bill Perryman, CPA, CFP®

Jimmy Perryman, CFP®

Deb Outlaw, CPA, CFP®

Jen Grant, CFP®

Patti Sanders

Jan Mayfield

Ami Baxter CFP®

Lynn Hebert

Eleanor Hill

 

Future Board of Directors

Katie & Kyle

Kate, Ella, Ava, Jake

Virginia

Avery

Isabella