Advisory Network
Over our twenty years of financial management, we have carefully cultivated relationships with a select group of trusted outside advisors. We believe these individuals and firms to be worthy of your patronage.
Attorneys
| Lawrence, Andrew | Hunton & Williams | Attorney - Tax, Estate Planning, Business Succession Planning, Probate | |
| Walker, R. Scott | Walker & Doepfner, P.C. | Estate Planning | |
| Sharpe, Chuck | Sharpe & Associates, PLLC | Attorney - Tax, Estate Planning, Probate | |
Insurance
| Boatman, Kelly | LTC Financial Partners | Long Term Care |
| Dial, Scott | Guardian Financial Process Group | Disability |
CPA's
| Holden, Ken | Holden & Parker, PC | Business and Personal Tax Returns |
| Torolopoulos, Sam | Appraisal Technology | Business Valuation - Business Valuation and Executive Compensation Planning |
| Way, Justin | Justin E. Way, CPA | Business and Personal Tax Returns |
Other
| Caldwell, Jim | First Dallas Mortgage | Mortgage Banker |
| Dillingham, Dick | Keller Williams Realtors | Real Estate Broker |
| Lair, Keith | Lair Administration Services, LLC | Trust Administration |
| Reeves, Jerry | Dallas Seminary Foundation | Trust Management - Valuation Specialist |
| Wells, Mark | Grand Bank | Private Banker |
Scrapbook of CPF Events
- Women's Health Ladies Luncheon
- 2008 Client Appreciation Dinner
- Ladies Luncheon and Style Show
- 2007 Client Appreciation Dinner
- Womens Event - Rock Solid In Rocky Times
- CPF Staff night at the Roughriders game
- 2006 Client Appreciation Dinner
- 2005 Client Appreciation Dinner
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| DOW | 10447.93 | +127.83 | 1.22% |
|---|---|---|---|
| SP500 | 1104.51 | +14.41 | 1.3% |
| NASDAQ | 2233.75 | +33.74 | 1.51% |
