Dallas
Proudly Serving Texas Families
Dallas
5810 Tennyson Parkway
Suite 260
Plano, TX 75024
The Buckingham Strategic Wealth team in Dallas provides comprehensive wealth management and planning services to help families identify financial goals and leave a legacy for the next generation. As retirement lifestyle planners and behavioral finance coaches, we help clients understand their feelings and values about money so we can build a customized financial plan tailored to the life they want to live. We carefully integrate with other advisors, helping build a strong foundation so clients' can pursue their goals.
The team has been serving the Dallas area since 1986, first as James Whiddon & Associates, later JWA Financial, and now as Buckingham. Today, we continue to provide individuals, families, business owners and charitable organizations with highly personalized service. We also offer specialized services for airline pilots, engineers, corporate executives and entrepreneurs to address the particular complexities of their financial lives.
Hear what makes us different.
Discover what inspires the Dallas team to provide a highly personalized experience for each client's unique needs and goals.
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Your Dallas Team
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Douglas McCulley
CFP®, CAP, CKA®
Wealth Advisor
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Bethany Ketron
CFP®, CFT-I™
Wealth Advisor
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Stephen Trousdale
CFP®, CRPC®
Wealth Advisor
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Blake Pokley
CFP®
Associate Wealth Advisor
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Karina Kingman
Associate Wealth Advisor
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Omar Roman
CFP®
Associate Wealth Advisor
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Jocelyn Singleton
Client Relationship Specialist
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Maddie Davis
Client Relationship Specialist
Dig even deeper.
What’s it like to become a Buckingham client? Download our "Experience Is Everything" brochure to learn more.
Enjoy some of our latest resources
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April 10, 2024
Quarterly Outlook: Economic Momentum Continues
At the start of Q2 2024, the American economy remains resilient with surprisingly solid growth. Our Quarterly Outlook explores what may lie ahead for markets and the economy.
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April 08, 2024
Caring for Aging Parents: The Essential Planning Guide
In an era marked by unprecedented longevity and shifting family dynamics, caring for aging parents is a challenge that many Americans are facing.
Read the article -
March 25, 2024
Protecting Your Portfolio in a Presidential Election Year
While elections have the potential to reshape policies and legislation, it’s difficult to predict which sectors or industries could benefit. Here’s what to keep in mind this election season.
Read the article