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Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 
Sarah Marshall is from a long line of generations born and raised in McKinney Texas. Alongside her husband Brandon Marshall, they raise their two children in the community and are very blessed to be part of such a wonderful city. She...

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Brandi has been with Texan Wealth Management since its inception in May of 2013. Her previous experience as an assistant in a Family Law Attorney’s office gave her the skills and experience needed to manage clients’ service...

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