Grapevine, TX
Meet Our Advisory Team
Our Grapevine Advisory Team
Allison Geiger, CFP®
Partner, Managing Director
Chad Smith, CFP®, ChFC®, CLU®
Partner, Senior Wealth Advisor
Mary Chastain, RFP®
Operations Manager
Steve Blankenship, CFP®
Partner, Managing Director
Connect With Our Team
We are here to be a partner with you on your personal wealth journey. Please contact our Grapevine team if we can be of service.