A Q2 recap, Branson in space and not all Masters degrees are created equal.  Covid funeral reimbursement, Fed Loan Servicer is changing and everyone should call Cheryl from July 22nd to August 19th.  She will pick up and her number is…

Author: Brett Fry

Brett is the Managing Director of our office in Dallas, TX. In his current role, Brett oversees all aspects of client relationships whether that be creating financial plans, managing investment portfolios, or coordinating tax, estate, or insurance strategies with other professionals in this network. Brett's expertise in portfolio management, planning for the sale of a business, managing concentrated stock positions and helping young professionals accumulate wealth enables him to guide clients through their continuously changing financial decisions.