OUR TEAM
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STEWART E. FIELDS, CFP®
Managing Partner & Certified Financial Planner™
JON LAWTON, CFP®
Managing Partner & Certified Financial Planner™
CHRIS MASSENBURG, CRPC®
Managing Partner & Chartered Retirement Planning Counselor™
JEFF BUTLER, JD
Wealth Adviser & Attorney
COURTNEY GILBERT
Client Relations Specialist
CLAIRE FIELDS
Client Coordinator
WHAT WE CARE ABOUT
OUR VALUES

1. PEOPLE | We believe that each person is innately valuable & worthy of respect & honor. Relationships matter & business is relational - top to bottom! People first, money second is our priority statement that places people & relationships ahead of any financial matter.

2. INTEGRITY | We believe that integrity & truth matter. We conduct our business in such a way that's above reproach. Suitability & ethical practices come from placing a higher value on other people (& their needs) before our own.

3. COMMUNICATION | We believe that communication with our client partners builds & maintains the trust that is necessary for business relationships to reach their full potential. Our client partners deserve the type of communication that's frequent, timely, truthful, & relevant.

4. SERVICE | We believe that good service is practical & that great service is necessary for the pursuit of business excellence. We pursue perfection - and in doing so, "catch a little excellence along the way” (Vince Lombardi)

SOUTHLAKE OFFICE

165 S Kimball Ave, Suite 110
Southlake, TX 76092

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ROCKWALL OFFICE

749 Justin Rd.
Rockwall, Texas 75087

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GRAPEVINE OFFICE

1000 Texan Trail, Suite 219 Grapevine, TX 76051

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