D Magazine, one of Dallas’s top publications, has been on a mission to provide a spotlight for the area since 1974. They share everything from local arts, culture, politics, fashion, food, and nightlife, but they’re particularly great at providing locals a list of the “best” in different categories.

© D Magazine


One of those categories is financial service professionals — and I’ve been named one of D Magazine’s Top Financial Planners in Dallas for four years running.


One of Dallas’s Top Financial Planners Since 2014

To find the “best of the best” among Dallas’s financial planners, D Magazine assesses:

  • Credentials. To make the list you have to be a CERTIFIED FINANCIAL PLANNER™, which is highly regulated and requires passing a CFP exam that separates these professionals from financial planners. I am a CERTIFIED FINANCIAL PLANNER™ and maintain my credentials through continuing education and active participation in the financial planning community.

  • Custody. This relates to where a financial planner holds a client’s money. It should always be in a third party’s custody so that the financial planner has transparency and accountability. Guiding Wealth uses TD Ameritrade.

  • Experience. It takes time to be the best financial planner you can be, which is why many people prefer to work with planners who have many years of experience. I have been a CERTIFIED FINANCIAL PLANNER™ since 2012 and am always building my knowledge and experience through my work.

  • Fiduciary. As CERTIFIED FINANCIAL PLANNER™ professionals, we always put our clients’ needs at top priority. All decisions are made with their best interests in mind. Guiding Wealth operates under fiduciary standards.

  • Fees. Some planners charge commission, fee-only, or fee-based. The different types indicate the type of expenses related to working with a financial planner. We at Guiding Wealth operate under a fee basis, which many clients prefer as the costs are clear-cut.

  • References. A good financial planner is one you’ve heard about from your peers and network. That’s why references and great reviews are a huge part of D Magazine’s vetting process — and why we’ve made this list four years in a row!

It’s an honor to named a Top Financial Planner in D Magazine again, and I know that this gives me unprecedented access to clients looking for reliable and relatable financial planning. In my work, I strive to understand my clients and their lives so that we can work together to create a plan that benefits them for the rest of their life.

Interested in seeing my listing in D Magazine? Check it out here

And if you are curious about working with one of Dallas’s Top Financial Planners, contact me today!