Team
Maya Katzman, CFP®
Private Wealth Advisor
972.361.3843
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...
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...
