Broker Check

Our Team

Melissa Anne Cox CFP ®

CERTIFIED FINANCIAL PLANNERâ„¢, College Funding and Student Loan Advisor

(972) 233-1120

(972) 503-7096

Melissa Cox, CFP ® takes great pride in working with women, families and business owners to understand their needs and help them make better financial decisions. I earn their trust and help them sleep more soundly at night.

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Rick Fetterman

Investment Advisor Representative

(972) 233-1120

(972) 503-7096

Rick entered the financial services business in 1969 with Underwood, Neuhaus & Co. With over 40 years experience, Rick has become a skilled Investment Advisor Representative using portfolios of stocks, bonds and mutual funds based on...

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