214-618-6090   

Over 40 Years of Experience

About
Our Firm

We have over 40 years of experience helping families FOCUS on what is truly important to them, knowing their financial needs & objectives have been met. Throughout our comprehensive planning process, we FOCUS not only on a family’s needs but on the reality that “It is about relationships – not transactions”. As a firm devoted to helping families FOCUS on what is truly important to them, we welcome a conversation with you, to discover:

  • What remains your greatest joy & accomplishment?
  • What still keeps you up at night?
  • Who depends on you for support & guidance?
  • Who do you turn to for advice & counsel?
about-us-img
about-us-img-1

National
Partners

National Financial Services
Investments that you entrust to our firm are placed in custody with Fidelity’s clearing firm, National Financial Services LLC (NFS)—National Financial Services is a Fidelity Investments® company and a leading provider of clearing and custody solutions for over 30 years.

Triad Advisors, Inc.
A subsidiary broker-dealer of Ladenburg Thalmann Financial Services Inc., which has over 550 representatives/advisors nationwide. Triad Advisors, Inc., is a national, independent broker-dealer and multi-custodial SEC-Registered Investment Advisor (RIA) that is an early pioneer and continued leader in the Hybrid RIA marketplace, which blends fee- and commission-based client solutions.

Crump
Indirect subsidiary of BB&T Corporation, Crump is the sixth largest insurance broker in the U.S. and the seventh largest internationally. The life insurance division is an independent network of approximately 200,000 financial services professionals with insurance products from approximately 100+ highly rated insurance companies.

Forum 400
Founded in 1973, Forum 400 is an elite group of the top life insurance producers in the country who continually shape the life insurance industry. Forum 400 membership is exclusive and by invitation-only, and to date, only 264 professionals meet the rigorous qualifying criteria.

Meet
The Team

Jim Parry

Jim Parry

President & Founder

Jonathan Rotz

Jonathan Rotz

Vice President Operations

Ellaine Parry

Ellaine Parry

Office Administrator
Securities & Advisory Services offered through Triad Advisors Member FINRA/SIPC. Jim Parry is currently registered and licensed to solicit, offer and sell securities products and investment advisory services in the following states: CA, IL IN, LA, MD, MO, MT, NC, NV, NY, OK, PA, TN, TX, WA, WI.
 

Our Location