About the firm
Honesty, transparency and integrity are not differentiators until they become observable practices.
We take a team approach for people whose needs cross several parts of a complex financial life. We make that idea concrete: taxes, investments, cash flow, insurance and estate decisions should describe one plan.
Honesty means stating advantages and disadvantages, including when doing nothing deserves consideration. Transparency means explaining tradeoffs and how the firm is paid. Integrity means testing recommendations and keeping the final decision with the client.
Taxes affect investments. Investments affect cash flow. Cash flow affects insurance needs. Insurance changes the estate. The estate changes what the family carries forward. Coordination is the work of making sure those decisions hold together.
No one planning path fits everyone. We start with the audience and questions involved, then connect the work to the same cash-flow-first decision process.
Our people
Our advisors and team, with direct contact details.
Financial Advisor / Partner
Raised in Mexico City and a Dallas resident for more than fifteen years, he studied finance and mathematics at Southern Methodist University. His work emphasizes income and cash-flow protection and management, particularly for high-performing professionals seeking a more structured and intentional financial life. Outside the office, he enjoys traveling, live music, and memorable experiences.
Financial Advisor / Partner
He has a particular interest in assisting Catholics who want their investments to reflect their values. He earned a BBA in Finance and Entrepreneurship from Baylor University and holds the Chartered Financial Consultant (ChFC®) designation, Series 7 and 66 registrations, and life, accident, and health insurance licensing. His listed affiliations include St. Francis of Assisi Catholic Church, Conscious Capitalism, the Catholic Financial Planners Network, Claritas, and Catholic Men of America. He enjoys family time with his wife, Kiersten, and their three children, as well as playing basketball in the Grapevine, Southlake, and Colleyville areas.
Financial Advisor / Partner
He uses the Lifetime Economic Acceleration Process (LEAP) to evaluate financial decisions and their tradeoffs. A significant part of his work is special needs planning, with attention to the long-term quality of life of loved ones with disabilities. He earned the Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), and Chartered Special Needs Consultant (ChSNC®) designations through The American College and is a member of the Academy of Special Needs Planners. His profile also describes service on NAIFA Texas’s finance committee and as Chief Investment Officer for NAIFA Dallas, along with six consecutive Five Star Wealth Manager awards.
The Five Star Wealth Manager award is based on objective criteria including credentialing and designations, compliance with Firm and regulatory standards, client retention rates, households served and assets managed, and is outlined completely at www.fivestarprofessional.com/public/wmresearch (opens in a new tab). It is not reflective of client experience or investment performance and cannot predict the recipient’s future performance or success.
LEAP®, Leap-The Model for Financial Success™, The Leap Model™, Macro Manager™, Personal Macro Economics Process™, Wealth In Motion®, Protection, Savings, and Growth (PS&G) Model®, and Lifetime Economic Acceleration Process™ are trademarks and service marks of Leap Systems, LLC which is an independent affiliate of Penn Mutual Life Insurance Company (PML). HTK is a wholly owned subsidiary of PML. Trademarks belong to their respective owners.
Financial Professional
Drawing on experience in insurance, compliance, and strategic analysis, he develops customized insurance solutions using the LEAP model. He first encountered John Norman’s approach as a client and subsequently joined the firm. Outside work, he enjoys fly fishing, hiking, golf, and mentoring young people.
Boyd Scroggins is not registered to offer securities and/or investment advisory services and is Insurance licensed only.
LEAP®, Leap-The Model for Financial Success™, The Leap Model™, Macro Manager™, Personal Macro Economics Process™, Wealth In Motion®, Protection, Savings, and Growth (PS&G) Model®, and Lifetime Economic Acceleration Process™ are trademarks and service marks of Leap Systems, LLC which is an independent affiliate of Penn Mutual Life Insurance Company (PML). HTK is a wholly owned subsidiary of PML. Trademarks belong to their respective owners.
Executive Assistant
She describes longstanding familiarity with the financial services industry and an enthusiasm for working with and assisting others. She values time with family and participates in her community through the Order of the Eastern Star.
Marketing & Community Outreach
She earned a degree in Communication Studies and English from Texas State University in 2007. Her family’s experience with autism has inspired her involvement in the autism and special needs community. She received a certification in special needs financial planning in 2020 and has served as board secretary of the National Autism Association of North Texas since 2022. She is committed to educating families about planning for loved ones’ futures. She and her husband, Cole, have two daughters, Belle and Sky.
Natalie Waldrop is not licensed to offer securities and/or investment advisory services.
Administrative Assistant
Earlier, she worked part-time as a preschool teacher while raising her two children and was active in school volunteering, PTA hospitality, and her children’s extracurricular activities. She enjoys time with family and friends, camping, hiking, and traveling, and describes service to others as an enduring priority.
A clear first step
