Danny P. Blevins, CFP - Financial Planner
Mr. Blevins delivers personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. He is a Certified Financial Planner with a BBA in Marketing from Texas Tech University. He has been recognized as a Five Star Wealth Manager, 2012-2016. He is a member of the Financial Planning Association, and President and Senior Director of The Road Adventure, a non-profit that provides a journey into one’s heart, mind and soul to facilitate personal growth and life enrichment.
Richard L. Armstrong - Business Attorney
Richard L. Armstrong is the principal of our Plano, Texas law firm and lead attorney amongst our Plano lawyers. In 1980 he received his law degree from the Dedman School of Law at Southern Methodist University in Dallas, Texas. Prior to that he earned his BBA from Arizona State University in 1975. The firm provides legal advice that will enable businesses to grow and prosper.
Richard Gadberry - Business Broker
Richard Gadberry has over 12 years of brokering experience, over 150 business closings to his credit and has assisted in closing hundreds more. His passion is to provide excellent customer service and to help others prosper in the business has helped him and his Partner Don Wendel build one of the largest and most successful, and fastest growing regions within Murphy Business and Financial Corporation.
Robert Peterson - Fieldstone Business Partners
Bob is a senior industry executive who has worked across the energy value chain for operators, service companies, manufacturers, and private equity. He assists executive teams in setting strategy and developing and implementing action plans to achieve those objectives. With 40 years of industry and consulting experience, Bob has held senior executive positions at ExxonMobil and Schlumberger. He holds a BS in Physics from Carleton, a BSEE from Michigan Tech., and an Executive MBA from SMU
Douglas Karydas - Tax Credit Advisor
As a Tax Credit Advisor, Mr. Karydas educates business owners on local, state and federally funded and endorsed incentive programs that they can claim for cash refunds or tax credits to grow their business. Mr. Karydas worked for 35 years in Financial Services & Insurance, Top Producer for GE Capital Long Term Care & Medicare Supplements, Registered Investment Advisor, and as a successful business owner and entrepreneur.
Scott Moltzan - Farmers Insurance Agent
Scott is a graduate from the University of Texas at Austin Business School with a Bachelor's degree in Marketing. He started his Farmers® Insurance Agency in January 1991. He is a Life Underwriting Training Council Fellow, President's Council member, and a Commercial Elite Agent with Farmers Insurance Group of Companies.Scott’s agency has 29 years’ experience, an qualified for Toppers Club 18 years. Among other things, his agency business owners with advice-based insurance services.