Our Team
Wealth Management (Series 6, 63 & General License Insurance)
Rosemarie C. Budd started her investment career in 1999 as a Wealth Manager. Prior to that she worked in international banking at two major banks in downtown Dallas, Texas.
Bill Beard coordinates with Estate Planning.
He graduated from Baylor University Law School and practiced law for almost 20 years. He transitioned to the oil and gas business as Chief Operating Officer before joining our firm.