Rebecca D. Turner, ChFC

Founder, Managing Partner

Team Role

      Wealth Preservation and Accumulation Strategies

      Risk Management Strategies

      Conducts Seminars

      Client Relationship Management


      Kansas State University, 1985 B.A.

      FINRA registrations, Series 6,7,63 and Insurance License

      Chartered Financial Consultant (ChFC), The American College, Bryn Mawr, PA

      Wharton Certificate in Retirement Planning, Wharton School, University of Pennsylvania

Community Involvement

      YWCA Tribute to Women in Business Honoree, 2008

      Recognized as one of the Great Women of Texas, November 2003

      Tarrant County College “Visions Unlimited” Speaker

      Published Author

      Leadership Fort Worth, Class of 1999

      National Association of Women in Construction (Past President)                                                              

      Publicized in Builder Architect magazine and The Image (a NAWIC publication)

      American Cancer Society Sword of Hope Award, 1995






Phone 817-732-1004
Fax 817-806-3592
Mobile Phone 817-996-4573