Financial Planning

Pete Drusch is a member of the Merrill Lynch Global Private Client Group, officing out of the Flower Mound branch. After a successful 18 year career with Procter and Gamble, Pete joined the Financial Services Industry in 1997, serving the past 10 years with both Merrill Lynch and Morgan Stanley. He has a Bachelors degree in Business Administration from Emporia State University in Emporia, Kansas.

Murphy Business is one of the largest and most successful business brokers in the nation with offices conveniently located throughout the United States. The Carrollton/Farmers Branch, Texas (TX) office provides beneficial connections in: Dallas, Lewisville, Grapevine, Denton, McKinney, Frisco, Garland, Sherman, and Greenville. Choosing to partner with a national business broker provides an advantageous reach of over one hundred offices that have affiliations with National and International Business Brokerage and Merger & Acquisition associations.

As a Northwestern Mutual Financial Network Representative, I look first to understand your vision for the future. It says a lot about you. And like you, your vision is unique. So is my approach to helping you shape it and attain it.
Simply put, my mission is to help you secure your family's or business's future and protect what's important to you.

At Waddell & Reed, our vision is to help you work toward achieving your financial aspirations. For over 70 years, we have been committed to helping investors develop and work toward financial goals designed to help them realize their life's dreams. We do this by providing personal, comprehensive financial planning and solid investment and insurance products* delivered to you by skilled, well-trained financial advisors.

Since 1851, MassMutual Financial Group1 has grown and thrived - surviving wars, depressions, recessions and changing market conditions. Throughout, our main focus has never wavered. We help people like you take the next step toward a more secure financial future.

The Ayres Financial Group has been doing business in Texas, serving the needs of our clients for over 30 years. We're a full service financial services firm, so I'm blessed to have access to financial specialists in virtually every area of planning to address a client's financial needs when I need them.

The four major ratings agencies, Standard & Poor’s, A.M. Best, Moody’s, and Fitch, have each confirmed the company’s insurance financial strength ratings. We take great pride, especially in these economic times, in providing our clients the consistent financial strength that has been our signature for over 150 years.

Riverside’s history began in the’70s when Béla Szigethy and Stewart Kohl met at college. Since its founding by Mr. Szigethy in 1988 and the addition of Mr. Kohl in 1993, Riverside has grown into a global leader in private equity at the smaller end of the middle market.

The philosophy of 21st Century Group is to invest in or acquire a diversified portfolio of lower middle market companies with superior management in place. We believe that the experience, expertise and continuity of a good management team are invaluable assets. The emphasis on quality management cannot be overstated. We partner with management teams that have the ability to implement long-term strategic thinking, improve operations and information systems and increase the performance and potential value of the acquired companies.

Established in 1974, Lee Hecht Harrison is the global thought leader in creating and delivering distinctive human capital solutions, partnering with organizations and individuals to maximize their performance so they can drive business success in their organizations.