Broker Check

5587 Davis Boulevard
Suite 100
North Richland Hills, TX 76180

Dan & Marrk

(817) 281-7964



We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

Marrk is a Certified Wealth Strategist® professional and has been offering a full range of financial planning services for over 31 years. His goal is to offer only the best comprehensive financial planning and wealth management and...

Read more

Dan is a Certified Wealth Strategist® professional and has been a registered investment advisor representative for over 31 years providing financial knowledge, products, and solutions for individuals and businesses, specializing in all...

Read more