Financial planning is not a product—it’s a process. When I sit down with someone for a consultation, I want them to walk away with information that changes how they think about managing their money for the rest of their life. If clients are ENGAGED, they benefit from being EDUCATED, and they end up EMPOWERED. That’s my goal.
Richard J. (Rich) Weihing
Rich is a Certified Financial Planner TM practitioner who helps clients reach their financial goals. He works with clients over time, measuring progress and updating as circumstances change.
Areas of Specialization:
– Retirement Planning
– Protection Planning
– Investment Planning
Rich holds a BBA in Accounting from Southern Methodist University, and earned the Certified Financial Planning TM designation in 1993.
Cameron has been working in the financial industry since early 2021. He started his career with the idea of helping many individuals, families, and business owners achieve their financial goals while educating them as well. Before starting his career, he grew up in Pennsylvania where he spent most of his days playing ice hockey all the way up to the Junior ‘A’ level. He even played a season in Ontario, Canada for a Junior ‘A’ team and later participated in a few semi-professional free agent camps. Cameron has always been devoted to helping people on and off the ice with integrity, commitment and consistency.
I been in insurance since 2013. During my time I have helped families protect them and their assets for the risks of the unforeseen circumstances that happen in life.
I am married with two great kids. I have been married since 2003 and we are still going strong.
I have 1 boy and 1 girl. They are the reason for everything I do.
Alphonso may write a poem or balance an occupational spreadsheet. One-part father of four, two parts avid business professional and three parts lover of humanity, Alphonso Dennis is humbled by the opportunity to add value.
I’m a native Texan! I grew up in the Greater Houston Area. After high school I studied Criminal Justice at Alvin Community College before advancing to the College of the Mainland in Texas City.
After college, I stayed in the Greater Houston Area for 8 more years before I moved to DFW. Where I’ve been ever since. I found the love of my life (Susan) here and married soon after. We have a beautiful daughter together.
I try to stay busy at work, but when I manage to get some free time, I spend it playing golf and softball.
My dream is to finish raising my family and retire somewhere in the hill country!