Broker Check

Team

At Wheat-Givens Financial, our clients benefit from our team approach. Our clients know that each of us bring unique skills to work for them every day and we work as a team to make sure our clients get the very best financial planning and investment management service. Meet the team members who keep the ship on course!

 

Phil Wheat

214.385.2415

214.385.2434

pdwheat@unitedplanners.com

Phil Wheat founded his independent registered advisory firm in 1993 to take advantage of the changes in the industry at that time and to serve clients by putting their interests first. Phil is a financial advisor/planner with a...
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Lori Givens

214.385.2415

214.385.2434

lbgivens@unitedplanners.com

Lori Givens joined the firm in early 2013 when Phil recognized the need for additional team members. Lori has a background in software development and implementation and brings technical know-how to the team. Currently, Lori serves as...
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Jessica Artman

214.385.2415

214.385.2434

jjartman@unitedplanners.com

Jessica Artman joined the firm in a part-time administrative role in 1999 and now serves as the firm’s full-time Operations Manager. Jess is an accountant at heart with an MS in Accounting and uses her organizational skills to keep the...
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