Our office in

Dallas

Meet Our Dallas Team

Our local advisors are based in the Dallas area and happy to work with you on your individual retirement needs wherever you are in your financial journey.

Jonas Roos, CFP®

Investment Advisor

Matt Clark, CFP®

Business Development Manager

Mary Margaret Boyd

Operations Associate

Get In Touch With Us Today

We start with an introductory call to discuss your goals and find the right advisor for you.

Submit an Inquiry

Name*
First Last
Best Email*

Your information will not be shared and you can unsubscribe at any time.
Phone*
Area of Interest
- Tax
- Law
- Health Care
- Trust Services
- Accounting & Tax
- Wealth Management
Message
Comments
This field is for validation purposes and should be left unchanged.

or

Schedule an Intro Call

Call Us

888-531-0018

Chat with us

info@yourwealth.com

Get In Touch With Us Today

We start with an introductory call to discuss your goals and find the right advisor for you.

Submit an Inquiry

Name*
First Last
Best Email*

Your information will not be shared and you can unsubscribe at any time.
Phone*
Area of Interest
- Tax
- Law
- Health Care
- Trust Services
- Accounting & Tax
- Wealth Management
Message
Comments
This field is for validation purposes and should be left unchanged.