Advisors at this firm
Quantrel H
CFP®, Series 63, Series 66
Grapevine, TX
Box Financial Advisors, LLC
Quantrel Hedrick is a CFP® with three years of industry experience, currently serving as a financial advisor at Baker Tilly Wealth Management, LLC in Madison, WI. His prior experience includes roles at The Vanguard Group, Westwood Wealth Management, RGT Wealth Advisors, HD Vest Advisory Services, and Charles Schwab. Baker Tilly Wealth Management provides investment advisory, financial planning, and retirement plan consulting to a diverse client base including individuals, high-net-worth clients, families, trusts, pension and profit-sharing plans, and governmental entities. The firm manages approximately $4.6 billion in regulatory assets across 21 advisors and employs IPS-driven asset allocation strategies with both discretionary and non-discretionary management options.
Mark R
CFP®, Series 63, Series 65
Grapevine, TX
Box Financial Advisors, LLC
Mark Reeves is a CFP® professional with 34 years of industry experience. He currently serves at Box Financial Advisors, LLC and has previously worked at firms including Cornerstone Financial Services, Independent Financial Group, Kestra Financial Services, and Nfp Securities. Outside of his advisory role, he coaches track and cross-country at Covenant Christian Academy and officiates track and field meets as a USATF certified official. Box Financial Advisors, LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, pension plans, and business entities. The firm employs fundamental analysis with a mix of long- and short-term trading strategies and offers customized Investment Policy Statements, ongoing monitoring, and reporting.
Dustin P
Series 65
Grapevine, TX
Box Financial Advisors, LLC
Dustin Parker is a financial advisor with Box Financial Advisors, LLC in Grapevine, TX. He holds a Series 65 designation and has been with the affiliated Box Insurance Agency since 2007. Parker has been with Box Financial Advisors since 2026. Box Financial Advisors provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as pension plans and business entities. The firm employs fundamental analysis with a mix of long- and short-term trading and wealth strategies, offering services such as investment supervisory services, separately managed retirement accounts, and customized financial plans.