Broker Check

Building Your Roadmap to Retirement
 

Team

 

Brian Armstrong, CFP®

Senior Vice President - Investments, Financial Advisor

(214) 545-3303

(214) 545-3332

Brian serves the Dallas/Fort Worth area in all areas of financial planning (continued ...)

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Shawndi Purselley, CFP®, CDFA™

Senior Vice President - Investments, Financial Advisor

(214) 545-3304

(214) 545-3332

Shawndi’s financial planning experience is focused in the areas of wealth accumulation, retirement planning, and wealth transfer (continued ...)

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Justin Gedlen, CFP®, CRC®

Vice President - Investments, Financial Advisor

(214) 545-3310

(214) 545-3332

Justin's experience lies in comprehensive financial planning with a focus on retirement planning (continued ...)

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Heather Edwards

Client Relations and Team Coordinator, Armstrong Purselley Wealth Management Group

(214) 545-3309

(214) 545-3332

As the Client Service Team Leader, Heather works with the team to establish an atmosphere of trust with their clients (continued ...)

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Linda Kingsley

Administrative Assistant, Armstrong Purselley Wealth Management Group

(214) 545-3318

(214) 545-3332

Linda has a diverse background in customer service and accounting and believes that “attitude is everything.” (continued ...)

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Pamela Brown

Client Services Representative

(214) 545-3316

(214) 545-3332

Pam schedules client appointments, handles customer inquiries, and prepares the firm’s advisors for client meetings (continued...)

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Jeff Carlton, MBA

Director, Marketing and Business Development, Armstrong Purselley Wealth Management Group

(214) 545-3314

(214) 545-3332

Jeff is in charge of Marketing and Business Development for Armstrong Purselley Wealth Management Group (continued ...)

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Lena Seukunian

Marketing Assistant

(214) 545-3307

(214) 545-3332

Lena began her career at a large, national mortgage company, which set the foundation for her strong background (continued...)

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