Following is a short list of professionals that I know who can help you in several important areas of planning. Please call on them as needed if you don’t already have someone qualified that you work with in each discipline. As always, please feel free to touch base with me if you have questions or need help with any aspect of your personal finances.

Note: my referral of these professionals does not constitute an endorsement of their skills, licensing, or good standing with regulatory bodies. Please do your own due diligence.

Mortgage Lenders:

Armando Mungioli
OnQ Financial
5445 Legacy Drive, Suite 170, Plano TX 75024
(972) 333-7811

Geoffrey Davis
Movement Mortgage
6801 Gaylord Parkway, Suite 202, Frisco, TX 75034
(214) 529-9622

Income tax consulting and return preparation and filing:

Sean Monohan, EA
Chartered Financial Strategies, LLC
4686 McDermott Rd, Suite 206, Plano, TX 75024
(214) 308-9050

Chris Bush, CPA
Frisco Tax Services
1672 Angel Falls Dr.
Frisco, TX 75034
(972) 668-2874

Estate planning/Asset protection and document preparation, execution, and filing:

Craig Friesland
Law office of Craig Friesland
700 Central Expressway South, Suite 100, Allen, TX 75013
(214) 644-1970

Family law attorney

Jeff Domen
Goranson Bain
6900 N. Dallas Parkway
Suite 400
Plano, TX 75024
(214) 473-9696
https://www.gbfamilylaw.com/attorney/jeff-domen/

Life, disability, and long-term care insurance:

John Ryan
Ryan Insurance Strategy Consultants
5690 DTC Boulevard, Suite 290-W, Greenwood Village, CO 80111
(800) 796-0909

Health insurance (including Medicare supplemental policies):

Mike Smith
The Brokerage, Inc.
233 West Main Street, Lewisville, TX 75057
(800) 442-4915

Property & Casualty Insurance

Johnathan Whiddon
HUB International Personal Insurance
4949 Hedgcoxe Road, Suite 250
Plano, TX 75024
(214) 855-5611

Roger Welch
Roger Welch Agency, LLC
2770 W. Main Street, Suite 104
Frisco, TX 75033
www.rogerwelchagency.com
(972) 380-6677

College admissions counseling

Meg Squiers
Atticus College Counseling LLC
http://www.atticuscollegecounseling.com/
(214) 914-3678

Sale of business, mergers and acquisitions

Buffie Anderson
Rainwater Business Advisors
(214) 491-9568

Automotive repair

Kelly St. Andre
Automotive ER of Frisco
7200 Meadow Hill Drive (B)
Frisco, TX 75033
(972) 989-9402