Broker Check

Our Team

B. Lynn Clark, ChFC

Owner/ Financial Planner

(972) 444-9951

(972) 444-9203

For 29 years, Lynn has been providing executives and business owners with comprehensive investment and retirement planning solutions. His areas of focus include providing individually-designed retirement planning, college funding,...

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Carolyn Mora, RP®, NSSA®

Client Relations Manager

(972) 444-9458

(972) 444-9203

Carolyn is our firm’s Client Relations Manager and focuses on both the firm’s 401(k) advisory services as well as individual financial planning. She maintains and strengthens the bonds between the firm and its existing...

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Shawna Williamson

Advisor Assistant and Group Benefits Administrator

(972) 444-9945

(972) 444-9203

Shawna is a compassionate, detail-oriented, honest, loyal, perfectionist who is the assistant to Lynn Clark. She wears many hats at the firm, including helping with customer service, ongoing support for both individual and corporate...

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Mark R. Small, CPA

Financial & Investment Advisor

(214) 964-0059

(972) 444-9203

Mark’s 37-year tenure in the financial industry began at Arthur Andersen in Dallas in 1981. He holds a BBA from the University of Texas honors accounting program and a Master’s in Tax, also from the University of Texas....

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Tom Wright, CIMA®, AIF®

Chief Investment Officer and Investment Advisor

(214) 529-3254

Tom Wright has over 25 years of experience in the Financial Services industry working with financial advisors, individual clients, businesses, and non-profits. Tom is a Certified Investment Management Analyst (CIMA®) through the...

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