My Team

Chad Armstrong takes customer service very seriously. So does his staff. Together, they are committed to providing exceptional customer service to all of their clients.

If you need to schedule an appointment, make changes to your policy, submit a claim or request any other service, please let the staff know. They will respond promptly.

The Team




Mariko Cheng

Mariko Cheng

Associate Private Wealth Advisor
Office 972-663-7248
Chad Armstrong

Chad Armstrong, CFA®, CFP®, AEP®

Financial Representative


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