Featured Profile
Thoughtful, personalized financial guidance aligned with what matters most.
Matthew Dann, CFP®, Managing Director - Investments, works alongside his advisory team to serve Frisco families and business owners with thoughtful, personalized financial guidance. A fourth-generation Texan who arrived in Frisco in 1998, Matthew and his team help retirees, business owners, and families simplify complex financial decisions and move forward with clear, unbiased strategies.
Matthew was recognized by Forbes as a 2026 Best-In-State Wealth Advisor. He and his partner, Chris White, Vice President - Investments, work with longtime residents and newcomers alike to provide personalized investment planning and wealth management grounded in thoughtful analysis. Chris brings a strong analytical foundation shaped by his studies in mathematics and economics at Vanderbilt University.
Senior Client Associates Heather Kestila and Jessica Minniear each bring more than 15 years of client service experience. Together, the team delivers tailored guidance with a boutique feel, backed by the resources and stability of a premier financial institution.