Provider of financial planning services headquartered in Dallas, Texas. The company provides estate management, insurance management, tax planning, money management and investment solutions, creating an investment strategy designed to pursue its client's risk tolerance, time horizon and goals.
Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
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Request a free trialName | Title | Board Seat | Contact Info |
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Brandon Sherbert | Chief Operating Officer & Investment Advisor Representative | ||
Stephen Engro | Founder, Chief Compliance Officer and President |