Allstate Personal Financial Representative: Dana Lundquist

Richard A. Baird (Rick) is a Registered Principal and Wealth Consultant at LPL Financial. In 1992, Rick joined his father Kay H. Baird, one of the pioneers of the Financial Planning Industry, to provide financial planning advice to employees of a Fortune 500 corporation that spanned over 20 states. Rick was also responsible for the successful re-launch of the Tulsa investment division of a billion dollar regional bank in Oklahoma.

Ajanee Wealth Management, located in Carrollton, TX, offers specialized financial guidance tailored to a diverse clientele, including physicians, dentists, business owners, and IT professionals. With a focus on personalized wealth management strategies, the team at Ajanee Wealth Management provides proactive and individualized financial planning services to address the unique needs of each client. Led by Roshan Ajanee and Allison Odenthal, the firm emphasizes the importance of building trust and fostering long-term relationships with clients. From managing personal wealth to navigating professional risks, Ajanee Wealth Management provides insightful financial counsel and comprehensive services to help clients achieve their financial goals and aspirations.Generated from the website

Halcyon Wealth Advisors is a financial services firm that helps individuals and business owners achieve their financial goals. We offer a wide range of services, including comprehensive personal financial planning, private wealth management, retirement plan advisory services, group health & welfare plans, and executive services for owners & key employees. Our approach is relationship-based, not transaction-driven, and we believe that planning for your financial future should be a peaceful, rewarding, and valuable experience. We are here to help you clarify complex topics in easy-to-understand terms and build trusted relationships that span generations.