Philip Monier is a Wealth Management Advisor with Merrill Lynch Wealth Management. In this role, he assists clients in determining their long-term financial goals and implements customized strategies to meet those objectives. His areas of focus include portfolio development, liability management, and family succession planning, addressing the comprehensive aspects of a client’s financial situation. Philip has access to the investment resources of Merrill Lynch Wealth Management and the banking capabilities of Bank of America to support his clients' financial needs. Philip has 31 years of experience in the financial services industry. He began his career at Fidelity Investments as a Premium Services Advisor before joining Merrill Lynch as a financial advisor in 1997. He holds a Bachelor's degree in Business Administration from the University of Louisiana at Lafayette. Philip is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). Philip participates in community service through volunteering with local organizations. He lives in Southlake with his wife, Kellie, and daughter, Genevieve. Outside of his professional work, he enjoys hunting, fishing, golf, and various outdoor activities.

Brian Roome is a financial advisor at Merrill with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Bank of America and Merrill since 2019. Prior to that, he spent ten years at Guidestone Advisors and related entities. Outside of his advisory work, he has a part-time role delivering food for DoorDash. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ryan Majors is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 credential and has previously worked at Bank of America, B&R Dental Laboratory, and several educational institutions including the University of Texas Health Science Center Houston and Baylor University. Outside of his advisory role, he owns and operates ReadyCare Wellness LLC, an online retailer of pre- and post-operative surgical recovery kits. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jeffery Price is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 1995. At Price & Associates, he works closely with clients to develop strategies for managing personal and business finances, focusing on a holistic approach that addresses key life transitions such as retirement, business ownership, and family changes. Jeff emphasizes understanding clients' long-term financial visions and creates goals-based strategies to help clients feel comfortable and prepared for their future. Jeff holds a Bachelor's degree from Baylor University and maintains professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is active within several professional organizations, including the Baylor University Alumni Association and Fiji Alumni - Kappa Chapter. In addition to his professional work, Jeff has been involved in community service, having served six years on the Town Council and one term as Mayor for the Town of Hickory Creek, as well as serving on the Southern Denton County Neighbor to Neighbor Board as a founding member and chairman. He is an active member of Valley Creek Church and the Baylor University Parent Board. Jeff lives in Flower Mound with his wife, Cara, and they have two children who are Baylor University graduates.

G Langford is a financial advisor at Merrill with 16 years of industry experience and holds the Series 66 designation. He has been with Merrill since 2010 and concurrently at Bank of America, N.A. since 2012. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jackson Williams is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He co-manages the Campanello Wealth Management Group, overseeing how the team serves clients. Jackson specializes in areas including executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, tax minimization, and retirement income. He holds a Bachelor's Degree from the University of Alabama System and has earned several professional designations, including Chartered Advisor in Philanthropy (CAP), Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Jackson is fluent in English and Spanish. Jackson is involved in the community as a Board Member of the Culverhouse College of Business Board of Visitors. Outside of work, he enjoys cooking, football, golfing, music, running, skiing, spending time with his family, traveling, watching movies, and yoga.

John Campanello is a financial advisor with Merrill in Southlake, TX, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Merrill and Bank of America since 2016. Outside of his financial career, he is involved in a family-owned farm in Alexander, Texas. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Chris Nietenhoefer is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works closely with clients to understand their priorities and develop personalized financial strategies aimed at achieving their long-term goals. Chris's areas of expertise include college education planning, divorce transition planning, family wealth management strategies, investment consulting for defined contribution plans, LGBT wealth planning, managing new wealth, personal retirement planning, women and wealth, individual and corporate investment strategy, and retirement income. He holds multiple professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's Degree from the University of North Texas and completed accredited certificate programs at Texas Christian University, Yale University, and the University of California System. Outside of his professional work, Chris volunteers in the Southlake Carroll Independent School District and enjoys traveling, spending time with his family, reading, playing guitar, and caring for migratory birds. He also holds a brown belt in Brazilian Jiu Jitsu.

Brent Brown is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 32 years of strategic wealth planning and investment experience. He specializes in family wealth management, personal retirement planning, portfolio management, small business strategies, sports and entertainment, tax minimization, and retirement income. Brent creates customized portfolios and investment plans tailored to both wealth accumulation and income planning for affluent and high net worth families, individuals, and business owners. Brent holds a Bachelor's Degree from Texas Tech University and has earned the Professional Investment Advisor (PIA) designation. Before joining Merrill Lynch, he was a Senior Financial Advisor and Managing Director of Investments at Wells Fargo Advisors. He is committed to building personalized financial strategies, working closely with clients to help them pursue their long-term goals. Originally from Dallas, Brent has spent most of his life in the Dallas-Fort Worth area. He participates in community activities and enjoys a variety of sports and exercise, including weightlifting, cycling, golf, and swimming. In his personal time, he also enjoys cooking, both indoors and on the grill, as well as attending live music events with friends and family.

Joshua Hamilton is a financial advisor with Merrill in Southlake, TX, holding a Series 66 designation and three years of industry experience. His prior work includes positions at Bank of America, Seattle University, WinCo Foods, and Seattle Central Community College. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Hayden Holley is a Wealth Management Advisor with Holley & Associates, affiliated with Merrill Lynch Wealth Management. He works closely with individuals, families, and business owners to provide personalized wealth management strategies that align with each client's goals, values, and circumstances. Hayden focuses on building enduring relationships and helps clients navigate important financial and life transitions. Prior to joining Holley & Associates, Hayden gained experience at a Big Four accounting firm. He holds a Bachelor of Arts in Accounting from Southwestern University and a Master's degree in Accounting from Texas Christian University. His professional designations include CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Hayden's expertise covers areas such as college education planning, family wealth management strategies, legacy planning, personal retirement planning, and portfolio management services. Outside of his professional role, Hayden enjoys cooking, golfing, traveling, coaching youth baseball, and spending time with his family. He resides in Colleyville with his wife, Mackenzie, and their three children, Pierson, Grayson, and Payton. Hayden does not provide tax advice in his current role at Merrill Lynch.

Russell Holley is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in the financial services industry in 1984 as a Financial Advisor specializing in professionally managed assets. Russell joined Merrill Lynch in 1990 and has since become a Managing Director and Wealth Management Advisor, contributing to the expansion of Merrill's managed money program. Russell holds a Bachelor of Science in Finance from Louisiana State University. He is a CERTIFIED FINANCIAL PLANNER® (CFP), Certified Investment Management Analyst® (CIMA), Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He studied at the Wharton School of Business to obtain his CIMA designation from the Investments & Wealth Institute™. Throughout his 42-year career, Russell has dedicated time and resources to various community organizations, including White's Chapel United Methodist Church, Southlake Baseball Association, Big Brothers/Sisters, Junior Achievement, Cook Children's Hospital, and others. He resides in Southlake, Texas, with his wife Lana and values being close to their two adult children and grandchildren.

Haley King is a financial advisor at Merrill with 13 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with both Merrill and Bank of America since 2012 and 2015, respectively. Outside of her advisory role, she serves as a co-trustee for a family trust. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Judson Burns is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he employs a variety of tools and resources to effectively address clients' financial needs, focusing on building personalized strategies to help clients achieve their financial objectives. Judson emphasizes trust, communication, and transparency to maintain strong client relationships. His areas of expertise include college education planning, corporate executive services, divorce transition planning, employee benefits planning, executive compensation, legacy planning, liquidity management, managing new wealth, and personal retirement planning. Judson holds professional designations as a Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). Judson graduated with a Bachelor's Degree from Southern Methodist University and currently resides in Dallas, Texas. Outside of his professional activities, he enjoys various sports including baseball, basketball, cooking, fishing, football, golfing, hunting, ice hockey, music, and soccer.

Ronald Parrish is a Financial Advisor at Merrill Lynch Wealth Management. He is associated with the Campanello Wealth Management Group, where he provides financial advisory services. He holds the professional designation of Personal Investment Advisor (PIA). Ronald Parrish earned a Bachelor's Degree from Baylor University.

Ryan Johnson is a financial advisor with Merrill in Southlake, TX, holding a Series 66 designation and 11 years of industry experience. He has worked at Merrill since 2012 and at Bank of America, N.A. since 2015. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Lauren Ford is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she has been serving clients since 2016. She focuses on developing strong relationships with clients and assisting them through various life transitions. Lauren works as part of a multigenerational family team, prioritizing the care of clients and their families by creating customized financial strategies that address their unique circumstances, goals, and objectives. Lauren's expertise includes executive compensation, family wealth management strategies, legacy planning, managing new wealth, philanthropic planning, women and wealth, individual and corporate investment strategy, and retirement income. She holds a Bachelor's degree in Business Administration from Chapman University and a Master's degree in Family Dynamics with a focus on widowhood from Oklahoma State University System. Lauren's professional designations include Chartered Advisor in Philanthropy (CAP), Certified Financial Planner (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). In addition to her professional work, Lauren is passionate about helping women in crisis and volunteers with organizations such as The Gatehouse and Women's Philanthropy Institute. She is a member of Alpha Gamma Delta. Outside of work, she enjoys spending time with her family, traveling, reading, hiking, and practicing yoga.

Connor Price is a Financial Advisor at Merrill Lynch Wealth Management and a member of the Price and Associates Team. As a second-generation financial advisor, he brings a foundational understanding of the principles of investing, cultivated through exposure to the industry from an early age. Since joining the team full time in 2020, Connor focuses on various client needs including college education planning, personal retirement planning, legacy planning, portfolio management, and strategies for small businesses and sports and entertainment professionals. Connor graduated from Baylor University in 2020 with a bachelor's degree in Political Science, concentrating on Domestic Economic Policy and the Economics of Warfare. His academic background, combined with his hands-on experience, informs his ability to offer clients tailored financial strategies in a dynamic economic environment. He holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Connor enjoys chess, football, hunting, ice hockey, reading, traveling, and spending time with his family. He resides in Northlake with his wife and dog.

Levi Darrow is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at PDS Health and educational institutions such as Baylor University and Newport Harbor High. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies supported by internal and third-party managers for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charities.

Diane Giza is a financial advisor at Merrill with 32 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Merrill since 1997 and Bank of America, N.A. since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal Chief Investment Office teams and third-party managers.

Richard Sullins is a Senior Financial Advisor specializing in wealth management strategies designed to help clients pursue their financial goals. He is part of Merrill Lynch Wealth Management, where he works closely with clients to develop personalized financial strategies tailored to their long-term objectives. His expertise includes college education planning, employee benefits planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and retirement income. Richard holds professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his Bachelor's Degree from the Texas A&M University System. Outside of his professional role, Richard enjoys adventure sports, fishing, football, horseback riding, hunting, scuba diving, and spending time with his family.

Zachary Hancock is a financial advisor with Merrill in Southlake, TX, holding a Series 66 credential and 13 years of industry experience. He has been with Merrill and Bank of America since 2013. Outside of his advisory role, he is a 50% owner and limited partner in ASZH Group, a massage therapy franchise business where he contributes to strategy and vision. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jeffrey Cunningham is a financial advisor with Merrill in Southlake, TX, holding Series 63, 65, and 66 licenses and having 15 years of industry experience. He has worked at Bank of America and Merrill since 2017 and spent a year at DNOW/Power Service prior to that. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kathleen Harte is a financial advisor with Merrill in Southlake, TX, holding a Series 63 designation and bringing 35 years of industry experience. She has been with Merrill since 1997. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Trenton Owens is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been providing investment analysis and wealth management strategies since joining in 2011. He focuses on family wealth management, institutional and corporate benefit services, portfolio management, philanthropic planning, and small business strategies. Owens strives to maintain a disciplined approach based on data and tailors strategies to preserve and grow client assets. He has served as an Optimal Practice Model (OPM®) Teams Faculty member, assisting other financial advisors with business management and development. Owens earned a BBA in Finance from Southern Methodist University, specializing in financial institutions and speculative markets. He holds the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His professional recognition includes multiple listings on Forbes/SHOOK lists for America's Top Next-Generation Wealth Advisors and Best-in-State Wealth Advisors, and as a member of the Price & Associates team honored on Forbes America's Top Wealth Management Teams High Net Worth and Best-in-State Wealth Management Teams. Active in the Dallas community, Owens participates in the Southern Methodist University Dallas Young Alumni and Mustang Club, serves on The Dallas Foundation Advisory Council, and is involved with the SMU BBA Mentor Alliance and Watermark Community Church. He resides in University Park with his wife, Clare, and their three children.

James Jackson is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and previously practiced law at The Law Office of James Jeffrey Jackson for nine years. He serves as co-trustee of The Jackson Family Trust. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Robert Burns is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing over two decades of experience since joining the firm in April 2001. He focuses on providing clients with individualized financial and wealth management strategies, emphasizing communication and transparency to build enduring relationships. His client expertise includes areas such as college education planning, corporate executive services, retirement income planning, portfolio management, and strategies for small businesses, endowments, foundations, and non-profits. Robert holds a Bachelor's Degree from Texas Christian University and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He resides in Argyle, Texas, with his wife Jennifer and their three sons, Judson, Hutch, and Beckham. Outside of work, Robert is involved in community organizations such as Serve Denton and Up Ministry.

Crystal Burnell is a financial advisor at Merrill with 19 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2007. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Marvin Franklin is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2008. He works alongside a select team of qualified advisors and specialists to offer customized strategies and advice to families and businesses aimed at achieving their financial goals. His professional services include wealth management planning, retirement strategies, investment management, insurance assessment, and business employee retirement plans. With over 35 years of experience in the financial services industry, Marvin has held senior positions with both privately and publicly held investment management and insurance companies. He has directed and originated more than $3.5 billion in structured finance, working capital, and acquisition transactions across a diverse range of operating businesses. Marvin holds a Bachelor of Science degree in Business Administration/Finance from West Virginia University and has earned designations including Certified Plan Fiduciary Advisor (CPFA) and Chartered Retirement Planning Counselor (CRPC). He also maintains Series 7 and Series 66 FINRA registrations. Marvin serves on the governance committee of the Coppell Arts Foundation and the Metrocrest Services Advisory Board. He resides in Coppell, Texas, is married, and is an active member of Covenant Church in Carrollton, Texas. Outside of his professional commitments, he enjoys activities such as baseball, basketball, cooking, fishing, football, golfing, music, spending time with family, traveling, and watching movies.

L Rogers is a Wealth Management Advisor at Merrill Lynch Wealth Management. With over 30 years of experience in the financial services industry, L leads a team that coordinates financial affairs and provides wealth management strategies and investment services to individuals, families, and business clients. L focuses on building personal relationships and establishing a goals-based environment to design plans tailored to outcomes that are meaningful to each client. Before joining Merrill Lynch in 2000, L worked at the Federal Reserve Bank of Dallas. L holds a bachelor's degree in Business with a concentration in Finance and Investments from the University of North Texas and completed postgraduate work at the University of Dallas, earning a Graduate Certificate in Financial Services. L maintains several professional designations, including Certified Financial Planner (CFP®), Chartered Retirement Planning Counselor (CRPC™), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). L resides in Colleyville with his wife, Patti, and they have two grown daughters. The family is actively involved at Compass Christian Church, where they serve in various volunteer roles. Outside of work and community involvement, L enjoys engaging in do-it-yourself projects and golfing.

Jackson Salley is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their short-, mid-, and long-term financial goals, providing guidance on investing, retirement planning, and wealth management. He also connects clients with Bank of America specialists for banking, credit, home financing, and small business solutions. Jackson's areas of expertise include family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, small business strategies, sports and entertainment, individual and corporate investment strategy, tax minimization, and retirement income. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his bachelor's degree from the University of Arkansas System. Outside of his professional work, Jackson is involved in his community as a 2nd Grade Boys Teacher at Watermark Community Church. His personal interests include football, golfing, pickleball, reading, and spending time with his family.

Laura Greaser is a Wealth Management Advisor at Merrill Lynch Wealth Management, a position she has held since joining the firm in 2007. She holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Laura earned her Bachelor's degree from Baylor University, graduating Summa Cum Laude with a focus on finance and psychology. She is a native of Houston, where she attended Second Baptist School. In addition to her professional career, Laura is actively involved in the Houston community. She volunteers with several organizations and is affiliated with professional groups such as Impact 100 Houston and UT Health Luminaries. She resides in West University with her husband, Mike, an orthopedic surgeon, and their three children.

Michael Tomkins is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he collaborates with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals. His approach is grounded in understanding each client’s full financial picture and creating adaptable strategies that respond to evolving market conditions. Michael leverages the investment insights of Merrill and the banking and lending services of Bank of America to support clients’ wealth management needs. Michael holds the designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from Arizona State University. He actively participates in community service, dedicating time to volunteer with local organizations in line with Merrill’s tradition of community involvement.

Darenda Rangel is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her career with Merrill Lynch in 1995 and brings over 28 years of experience in the financial industry. Darenda focuses on creating strategies that maintain financial efficiency for individuals, families, and business owners while delivering financial simplicity to help clients understand their financial picture and progress toward their personal goals. She holds a Bachelor of Science degree in Business Administration from California State University Sacramento and has earned the Chartered Retirement Planning Counselor™ designation. Darenda is also registered with FINRA, holding Series 7 and Series 66 registrations, as well as insurance licenses. Her areas of expertise include executive compensation, family wealth management strategies, personal retirement planning, small business strategies, socially responsible investing, special needs planning strategies, women and wealth, sports and entertainment, tax minimization, and retirement income. Beyond her professional commitments, Darenda is active in her community, participating in organizations such as the Colleyville Lions Club, Grapevine Chamber, Southlake Rotary Club, and the American Cancer Society. She also volunteers with Grace, United Gospel Mission, Mid Cities Care Corps for Seniors, and other organizations throughout Texas and Northern California. Darenda enjoys skiing and running, and she is involved in local sports through her family.