Team

 

R. Scott Maxwell, MBA, CFP®

President

469.213.3995

469.213.3995

[email protected]

As an independent advisor, Scott acts as a valued partner who can help link your investment plan to your overall life plan. Scott provides guidance, counseling, monitoring and disciplined financial advice while serving as a valued...

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Linda L. Maxwell

Director of Operations

469.213.3995

469.213.3995

[email protected]

Linda has a strong and accomplished professional background. She honed her business acumen as the founder and director of operations of her own closely held business for 13 years. Linda developed her client care and problem solving...

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