Broker Check


Maya Katzman, CFP®

Private Wealth Advisor

(972) 361-3846

Specializing in retirement and financial planning in the state of Texas, Maya brings years of experience working in the financial services industry assisting her clients achieve their goals. Providing high-quality customer service and...

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Bill Buckley, CFP®

Director of Planning


As a member of Lincoln Financial Advisors National Planning Department since 2003, Bill serves as our primary resource to produce and co-design complex comprehensive financial plans for our clients. In addition, Bill is an Advisory...

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Kayla Hutchins

Client Services Associate



Tim Johnson

Chief Investment Strategist

Timothy S. Johnson has proven and sought after expertise in the areas of fixed-income, equity allocations, alternative investments, as well as wealth management for affluent retirees.

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