Former Ritz-Carlton President, Horst Schulze, in 2019 spoke at a conference and said, "Beware of those who want to 'align' their values. It means they intend to support you, but not partner with you. If you want a partner, someone in the weeds with you, you unify."
Unified Financial Network offers the comprehensive capabilities and risk management knowledge necessary to help you put a financial outlook in place.
Want to experience the expertise of Unified Financial Network for yourself? Give us a call today and let’s discuss what we can do for you.
TEAMWORK MAKES THE DREAM WORK
Get To Know Your Unified Financial Network Family
President | CFO
I am a husband, father, and grandfather and after 20+ years as a medical practitioner, I have grown increasingly concerned about the lack of easy-to-understand financial planning access for everyday families.
Today, I passionately pursue helping more individuals, growing families, and small business owners gain easy access to financial planning for their specific situation.
** Public Notary
** Specialized background in boutique medical practitioner needs
Risk Management Specialist
With 20+ years in the insurance industry, I specialize in providing strategic risk management solutions and expertise for my clients and the clients of fee-only RIAs in the areas of business continuation, estate planning, asset protection, deferred compensation and income protection. Whether it’s reviewing a client’s existing insurance portfolio or implementing new coverage solutions, I strive to be a trusted resource to those I have the privilege to serve. Rather than pushing products in a transactional way, I am here for the entire life cycle – from implementing to ongoing maintenance & stewardship to hands-on assistance at claim time.
I am also the Principal for JCL Solutions Group in the Dallas, Texas area where I work collaboratively with fee-only RIAs across the country on insurance planning needs for their clients. Most importantly, I’m the blessed husband of Ellen and proud father of our two adult children, Lauren & Dylan.
Having spent 30+ years in insurance, investments, and estate planning, I am dedicated to helping our clients protect their families and businesses through financial services and planning.
I am also the CEO of Females and Finance, one of the largest private networking communities for women who work in financial services with more than 2,700+ members.
(And between us, Darrell and I have 6 children and 9 grandchildren!)