Dallas, TX Preston Rd Office

Brian Russell is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has held roles at Ameritas Investment Corp, Foster Financial Group, Canvas Financial, and Snider Advisors. Outside of advisory work, he is a limited partner in Cohula Ventures/SA Whirlwind Ventures LTD, a real estate investment entity. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of portfolio construction tools and platform solutions to deliver customizable investment management and consulting services.

Mark Mundy is a financial advisor at Ameritas Advisory Services, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Equitable Advisors and Ameritas Investment Corp. Outside of advising, he volunteers as a country music DJ on a Dallas radio station and serves on the board of a school for special needs children. Ameritas Advisory Services provides investment advisory and planning services to a diverse clientele, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of investment programs and employs a combination of model portfolios, mutual funds, ETFs, and individual securities to build customized client portfolios.

Park Mc Curdy is a financial advisor at Ameritas Advisory Services, LLC with one year of industry experience and holds the Series 66 designation. Prior to joining Ameritas, he worked at Northwestern Mutual and has a background that includes employment at Baylor University and Palio's Pizza Cafe. Ameritas Advisory Services, LLC provides investment advisory and planning services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a variety of portfolio construction tools and offers discretionary and non-discretionary programs, supported by multiple platforms and third-party managers.

John Eggleton is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 20 years of industry experience. His work history includes roles at Ameritas Investment Corp, Foster Financial Group, Canvas Financial, Alamo Corporate Group, and AllianceBernstein L.P. He has also assisted family members with life insurance policy transactions. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm uses a variety of investment vehicles and program platforms, combining firm-developed and third-party model portfolios, along with technology solutions and specialized strategies.

Joe Foster is a financial advisor with Ameritas Advisory Services, LLC and holds a Series 63 designation. He has 36 years of industry experience, including roles at Ameritas Advisory Services, Canvas Financial, and other financial and insurance firms. Outside of advisory work, he serves on the board of a Christian ministry and provides exit planning services to business owners. Ameritas Advisory Services, LLC offers investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a variety of portfolio construction tools and platforms, including model portfolios and sub-advisers, and operates within a mutual holding company structure with affiliated broker-dealer and insurance entities.

Tallie Young is a financial advisor with Ameritas Advisory Services, LLC in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her career includes roles at Ameritas Life Insurance Corp., Ameritas Investment Corp., Principal Financial Services, and Carillon Investments, Inc. In addition to her advisory work, she owns and operates Tallie O. Young & Associates, LLC and has been involved with Shaklee, marketing nutritional supplements and natural products since 2012. Ameritas Advisory Services provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses, utilizing a range of model portfolios, mutual funds, ETFs, and individual securities across various program platforms.

Chandler Maxwell is a financial advisor with Ameritas Advisory Services, LLC in Dallas, TX, holding a Series 66 designation and four years of industry experience. He is also involved with Foster Financial Group, where he serves as a client service specialist. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning solutions using model portfolios, mutual funds, ETFs, and individual securities across various program platforms.

Shawn Foster is a financial advisor with Ameritas Advisory Services, LLC in Dallas, TX, holding the ChFC® designation and Series 63 and 65 licenses, with 35 years of industry experience. He is also the owner of Shawn Foster Financial Group, LLC. His career includes roles at Ameritas Investment Corp, Canvas Financial, and Foster Financial Group. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses, utilizing a combination of model portfolios, mutual funds, ETFs, and individual securities across discretionary and non-discretionary programs.

Nicholas Smith is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and having three years of industry experience. He has held roles at multiple firms including Ameritas Investment Company, Foster Financial Group, and Canvas Financial. Outside of advisory work, he is involved in business management and property renovations through Smith Aviation, LLC. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, and retirement plan advisory across a variety of programs, utilizing model portfolios, mutual funds, ETFs, and individual securities.

Kathleen Marsh is a financial advisor with Ameritas Advisory Services, LLC in Dallas, TX, holding a Series 66 designation and one year of industry experience. She previously worked at MML Investors Services LLC and MassMutual Life Insurance Company for over a decade. Marsh serves as secretary of the board for The Cat Ranch Sanctuary, an orphaned cat sanctuary and community outreach organization, and is also an author with book sales via Amazon. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of services including asset management, financial planning, retirement plan advisory, and variable product subaccount management, utilizing diversified investment platforms and a mutual holding company structure that offers expanded investment options.