With a solid foundation of teamwork, we apply the individual skills and strengths of each member of our practice to help achieve our collective goal of helping clients like you plan to meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.

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Team photo

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Our advisors

Dusti Calander

CRPC™, CEPA®

Private Wealth Advisor

Learn more about Dusti Calander Visit Dusti Calander's website

Rachel Summerlin

Financial Advisor

Learn more about Rachel Summerlin Visit Rachel Summerlin's website


Our team

Robert Vigus

Robert Vigus

Paraplanner

Qualifications

  • BBA Economics - UNT
  • MA History - UNT
  • Working in the financial planning industry since 2007

Roles & Responsibilities

  • Provide direct and detail service to clients and referrals
  • Prepare reports, data and financial plans for Dusti to use in client meetings
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Jennie Whiffin

Jennie Whiffin

Client Concierge,

Event Planner

Qualifications

  • Bachelor’s Degree in English - BEng
  • Master’s Degree in Educational Leadership - M.Ed Leadership
  • 15 years of teaching High School English

Roles & Responsibilities

  • Plan and manage office and client events
  • Schedule Client Meetings
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Paris Rodriguez

Paris Rodriguez

Operations Manager

Qualifications

  • Bachelor's Degree in English - BEng

  • Master's Degree in Educational Leadership - M.Ed Leadership

  • 15 years in public education including 5 years as an Administrator

Roles & Responsibilities

  • Organizes operations and procedures for the practice.
  • Directs and manages all client contact to ensure client satisfaction.
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