We were proud to sponsor the Wurst Golf Fest to benefit The Samaritan Inn.  We want to thank Cornwell-Jackson and The Samaritan Inn for putting together this wonderful event to benefit our community.  The event raised money that will go to providing meals,  counseling, financial coaching, and helping those in our community get back on their feet.  I again want to thank our clients and referral partners for participating in this wonderful event with us.

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.