Our Financial Consultants
| Kenneth H. Mills, Jr. Senior Vice President Sales & Marketing |
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Ken began his career in banking in 1982 and then accepted a position in 1986 with Southwest Business Corporation, an institutional financial services firm where he became National Sales Manager, managing institutions and sales representatives across the country. Ken received his B.S. from Howard Payne University in the Douglas MacArthur Academy of Freedom, an undergraduate honors program and has been working with pilots and their families since 1995. |
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| Jamie Bloom Vice President and Financial Consultant |
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| Jamie worked at JPMorganChase in the Personal Financial Services Group where he assisted affluent clients with lending, banking and investment planning. He obtained much of his financial planning knowledge as a Business Consultant at 1st Global Inc, starting in financial services at Fidelity Investments. Jamie finds working and planning with retirees and their families very rewarding. Jamie graduated from Texas Christian University in Fort Worth, TX, with a Bachelor of Science in Economics and is a recognized member of the National Economics Honor Society, Omicron Epsilon Delta. In his spare time, Jamie enjoys traveling internationally to explore places off the beaten path. He also enjoys deep sea fishing, water sports and watching football - rooting for his NFL teams the Tampa Bay Buccaneers and Dallas Cowboys. | |
| Brad Bridgewater Vice President and Financial Consultant |
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| Brad received his degree from the University of Southern California in Los Angeles. He spent almost two decades in the athletic arena, swimming for USC and the United States for almost ten years. In 1996, Brad represented the U.S. in the Olympics Games in Atlanta, winning a gold medal in the 200meter backstroke. After retiring from athletics, he took an associate position in a commercial real estate firm, handling investment sales and financing. | |
| Jason Dugdale CPA,PFS® Vice President and Financial Consultant |
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| Jason grew up in the Dallas area and attended the University of North Texas. There, he graduated with a BBA degree in Finance and an MBA in Accounting. Upon graduation, he went to work for Electronic Data Systems (EDS) as a Financial Analyst. Then, he went to work for Ernst & Young as a Senior Consultant in the Personal Financial Counseling group where he provided investment, tax, estate and executive compensation advice for ultra high net worth individuals. During this time, he obtained his Certified Public Accountant (CPA) and Personal Financial Specialist (PFS) designations. Jason then worked as a Wealth Advisor for Lee Financial providing comprehensive financial planning advice to high net worth physicians and pilots. He is currently a member of the American Institute of CPA’s, Texas Society of CPA’s, and the Financial Planning Association (FPA). When Jason is home, he follows the Dallas Cowboys and Dallas Mavericks. | |
| Darriel Johnson Vice President and Financial Consultant |
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| Darriel grew up in the Houston area. He attended the University of Texas at Austin and graduated with a degree in Economics in 1995. After graduation, he went to work for Paine Webber in their Austin office. In 1998, he joined Bank United Securities where he handled the investments for the three banks in the Dallas area. Darriel then went to Fidelity Investments where he spent three years assisting investors around the country with their retirement assets. Darriel is married and spends his free time following college football, traveling and spoiling his daughter and English Bulldog. | |
| Steve Reed Vice President and Financial Consultant |
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| Steve grew up in Memphis and attended Memphis State University. Before moving to Dallas in 1992, he worked for Federal Express for twelve years. In 1999, Steve went to work for Ameritrade and then in 2001, he went to work for Fidelity Investments. During his career with Fidelity, Steve was a retirement specialist helping institutional clients transition into retirement. Steve also was a senior retirement consultant, positioning Fidelity's discretionary portfolio management service. Steve is married and lives in Aledo, Texas and enjoys spending his time raising his two boys. | |
| Brandon Starr Vice President and Financial Consultant |
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| Brandon has a long and diversified background in the financial services arena. Upon graduation from Texas Christian University, he began his career as a stockbroker for the Fort Worth branch of A.G. Edwards. His experience led him to JP Morgan/Chase where he worked in Global Custody and Banking. Brandon is an avid runner and also enjoys travel with his wife Laura to both domestic and international locations. As a former TCU football player he is a lifelong fan of his team as well as the Dallas Cowboys. | |
