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Dallas_Blue

5950 Sherry Lane,
Suite 420
Dallas, TX 75225

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Phone: 214.622.6020

Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4 pm

Institutional Retirement
Endowments & Foundations

Our Team

Our Dallas-based advisors specialize in providing retirement plan advisory services to corporate fiduciaries.

Advisor

John A. Pickett, CIMA®

Senior Vice President,
Financial Advisor

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Advisor

Travis Whitten, CFP®

Senior Vice President,
Financial Advisor

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Dallas, TX

5950 Sherry Lane,
Suite 420
Dallas, TX 75225
Phone 214.622.6020