Dallas is an experienced Certified Financial Planner (CFP®) who has been helping individuals, families, professionals, and business owners make confident financial decisions since 2001.  Over the years, Dallas has learned that true financial success isn’t just about growing wealth – it’s about understanding it.  This is why he takes an education-first approach, helping clients build a clear picture of their finances in order to establish a habit of disciplined investing, thoughtful planning, and smart risk management. Dallas offers comprehensive financial planning and long-term wealth strategies.

Dallas is committed to his fiduciary responsibilities of honesty, transparency, and putting his clients’ best interests first. He takes pride in offering straightforward, tailored advice that helps clients achieve financial independence, protect what matters most, and create a lasting legacy for the future.