Bio
Credentials
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Accredited Estate Planner (AEP)
The National Association of Estate Planners & CouncilsDec, 1990- Apr, 2026 -
Chartered Financial Consultant
The American CollegeOct, 1984- Apr, 2026
Experience
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Probity Advisors, Inc.
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10,000 North Central Expressway, Suite 1326, Dallas, Texas 75231
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President and Founder
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May 2002 - Present
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10,000 North Central Expressway, Suite 1326, Dallas, Texas 75231
Founded Probity Advisors, Inc. to offer clients a boutique investment experience and a comprehensive and integrated approach to wealth management. Our advisors help clients determine both short- and long-term financial goals and develop a plan to meet those goals. The plan is continuously monitored and adjusted based on clients’ changing needs and life circumstances.
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Founding Partner
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Jan 2008 - Present
Wealth Services Alliance, LLC (WSA) encompasses experts across all areas of wealth management, including accounting, investing, insurance, and retirement planning. WSA brings together a team of advisors to help clients optimize their complete financial picture with a coordinated estate, investment, and tax strategy.
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Partner and Chief Executive Officer
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Jan 1971 - Present
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Education
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1966 - 1970Southern Methodist University
BA, English
Suggested Services
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Industry Focus. “Wealth Management”
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References
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