5830 Granite Parkway, Suite 200, Plano, TX 75024
Bobby G. James
Founder and Managing Director
972-599-3388
bjames@tfr-inc.com
Wealth Management Advisor
972-608-3870
bleinart@tfr-inc.com
M. Heather Taylor
Vice President / Financial Paraplanner Qualified Professionalâ„¢
972-599-3383
htaylor@tfr-inc.com
Joshua Dunham
President & Chief Investment Officer
972-599-3389
jdunham@tfr-inc.com
Julie Armistead
Vice President Client Services
972-599-3380
jarmistead@tfr-inc.com
Client Service
972-805-2576
ktenner@tfr-inc.com
Associate Advisor
972-805-4847
mdemings@tfr-inc.com
Michael Crawford
972-599-3387
mcrawford@tfr-inc.com
Portfolio Manager
469-596-0073
swilliams@tfr-inc.com