Broker Check

Our Team

Scott McKay, CFP®

Certified 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 

Read more

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....

Read more