Broker Check

Our Team

Scott McKay, CFP®

Financial Planner

(214) 390-9505

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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Michael Reese ,ChFEBC℠

Financial Planner


PROFESSIONAL INVOLVEMENT With more than 17 years in the financial services industry, Mike offers his expertise to hundreds of individuals. He has assisted people to achieve their planning goal through education and working with each...

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Misty McKay

Client Liason


As a managing member of 4Points Planning, Misty shares Scott's passion for helping clients navigate the next phase of life.  Her top priority is to ensure our client’s needs are taken care of...

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Timothy Jordan

Operations Specialist


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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