Our Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Advisors
Nicholas Byars
Wealth Advisor
North Richland Hills, Hurst, Watauga, Arlington, Little Road, Mansfield
nicholas.byars@eecuinv-lpl.com
Ernie Lawson
Wealth Advisor
Southlake, Alliance Town Center, Northside, Frisco HEB, North Frisco, Plano HEB, Fort Worth, Saginaw, Call Center
Protecting and growing your assets is essential—but so is knowing when and how to put them to use. Ernie partners with members to navigate key life events—retirement, legacy planning, or unexpected ...
Dan Wakin
Wealth Advisor
Burleson, Chisholm Trail, Weatherford, White Settlement, Granbury HEB, Hudson Oaks, Stephenville, Hulen
Dan helps his clients build a solid financial foundation by addressing topics related to their investments and financial planning. He started his financial services career in 1983 with Merrill Lynch. Dan combines ...
Associates
Chyanne Peterson
Client Service Associate
chyanne.peterson@eecuinv-lpl.com