Strategic Partners
Below, you will find a listing of trusted professionals that we believe to be competent, ethical, and that provide a high level of service in their particular fields of expertise. As with any business transaction, you should complete your own due diligence before proceeding.
You are under no obligation to use the services of any of the entities shown, and may choose any qualified professional to provide any of the services described below. These entities and their services are not affiliated with LPL Financial and Perennial Financial Solutions.
Tax & Accounting
Dollar Logsdon, CPA
Personal & Business Services
972-315-5777
dollar@dollarfacts.com
Alan Tolmas, CPA
Forensic Accounting & Valuation Services
972-931-1800
atolmas@texff.com
Property & Casualty Insurance
Steve White
Personal & Business Insurance Services
214-865-9966
steve@stevewhiteinsurance.com
Legal Services
Adam Crum, J.D.
Business & Estate Law
469-207-1529
adam@andersonestateplanning.com
Real Estate
Leslie Deacon
Residential Real Estate
214-356-9426
leslie@betterdallashomes.com
Don Sprague
Commercial Real Estate
972-836-9484
don@donaldsprague.com
Mortgage
Brandon Beecham
Residential Mortgage Services
214-605-2272
Brandon.beecham@greenbrickmortgage.com