Other Professionals
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