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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Barbara Sullins, AIF®

Wealth Manager

(214) 525-7511

barbs@4pointsplanning.com

Barbara is the founder of ConfidentVision Financial and manages our company’s proprietary process, the Retirement Plan Navigation System, for individuals, business owner's 401(k)s and defined benefit plans. She is the consummate...

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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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