Broker Check

Our Team

Scott McKay, CFP®

Certified Financial Planner™

(214) 390-9505

smckay@4pointsplanning.com

With close to two decades in the financial services profession, Scott provides high-level experience and a complete array of investment and retirement planning services. Scott is a CERTIFIED FINANCIAL PLANNERTM practitioner 

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Timothy Jordan

Operations Specialist

765.575.4033

tjjordan@4pointsplanning.com

TJ's primary role is to assist with the client onboarding and account maintenance process. He has over 7 years of experience in the securities profession and serves as liaison between Scott and our broker dealer, Securities America....

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