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Our Team

Nicole Penn

Case Manager

With more than 15 years of experience in financial management, Nicole Penn has established a reputation as providing reliable expertise and as someone who delivers superior customer service.

She specializes in financial planning, and is also a licensed insurance agent.

Penn graduated from Texas Tech University with a degree in Marketing.

Inheriting Values, Investing in Vision

Contact Us

We are committed to being the best in the industry and offering a level of expertise and service that sets us apart from the competition. We understand the importance of preserving and growing your wealth, and we are dedicated to helping you achieve your financial goals.

Let's Talk
ADDRESS

640 Taylor Street
Suite 1200
Fort Worth, Texas 76102

PHONE

817.900.3180