Experience That inspires confidence
We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.
James W. "Jim" Muckleroy
Senior Vice President - Wealth Management
Accredited Wealth Management Advisor℠
Chartered Retirement Planning Counselor (CRPC®)
Wealth Advisor
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903-534-4016
Katheryn Renee "Katie" Muckleroy, CDFA®
Senior Wealth Strategy Associate
Certified Divorce Financial Analyst (CDFA®)
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903-534-4009