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Financial Advisor rec for Special Needs situation

1,032 Views | 5 Replies | Last: 2 yr ago by Trek Strategy
Scriffer
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AG
Looking for a recommendation for an advisor in the Dallas area with experience in Supplemental Needs trusts to help out my cousin.

Geography not super important, but the closer to Mckinney the better.

Thanks
BrianDemarais
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AG
Try Tyler Wehner-214.542.8288
Trek Strategy
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AG
Did you find what you're looking for? I may know a guy.
Scriffer
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Trek Strategy said:

Did you find what you're looking for? I may know a guy.

Looked up Tyler, but he seems to be in recruiting at NY Life. If you have a rec, I'll take it.
Casey TableTennis
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AG
Happy to lend some time to point you in the right direction. A couple of my partners are former presidents of the DFW Financial Planning Association, and we know tons of people throughout the area that could be a fit for you.

Also have an estate planning attorney on staff. While she doesn't focus on special needs, she certainly has more than a layman's knowledge set, which will help us get you to the right place.
Scriffer
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AG
PM sent
Trek Strategy
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Scriffer said:

PM sent
Looks like Mr PingPong has more connections, so I'll defer, but let me know if they don't work out.
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