Vernon Gang Jr., CFP®
- Managing Director - Investments
- Senior PIM Portfolio Manager
Vern is a CERTIFIED FINANCIAL PLANNER® professional with over 30 years of industry experience. He graduated “cum laude” from The University of Texas at Dallas with a Bachelor of Science Degree in Business Administration.
Vern focuses on comprehensive wealth management. He utilizes successful, sound investment strategies to help his clients build, manage, preserve & transition their wealth over time. His business philosophy is to provide timely, professional advice in an independent, objective, unbiased and cost-effective manner; and to do so with judgement rendered with care, skill & caution.
Vern works with a select group of wealthy families and successful business owners. He and his clients are both equally committed to a long-term relationship based upon trust and mutual respect.
Vern helps his clients plan for and navigate through life’s “Critical Events”. These Critical Events are anything and everything that pertains to and affects your finances now or in the future. Some of these things we like to think about and others we don’t, but we still need to plan for each of them. Vern is committed to providing a “concierge” level of personal service. To go beyond financial solutions to become a trusted advisor to his clients and those they care about.
Vern brings a passion, commitment and energy to help his clients succeed financially. To help them successfully build, manage, preserve, and transition their wealth.
Vern lives with his wife Cathy, and their dog Barcli, in McKinney, Texas. In his spare time, you might find him trying to break 100 on the golf course. He also enjoys reading any type of history book or books about the future of technology.
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Janette Neal, CRPC®
- Financial Consultant
Janette is a Financial Consultant with over 35 years of experience in the Financial Services Industry. She holds the FINRA Series 7, 63, and 66 securities registration and Insurance licenses. As a Chartered Retirement Planning Counselor® Janette is an integral part of the team, helping clients plan for and navigate through life’s Critical Events. Her goal is to provide customized comprehensive financial solutions to help clients realize their financial goals.
Janette lives in McKinney, TX with her husband Bill and their mini dachshunds Rocket and Nellie. In her spare time, she enjoys game night with friends and family.
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Jessica Minniear
- Senior Client Associate
- Assistant Vice President