Team
R. Scott Maxwell, MBA, CFP®
President
469.213.3995
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...
Linda L. Maxwell
Director of Operations
469.213.3995
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...