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. Having earned her Life Insurance Agent, Investment Advisor Representative and Registered Representative licenses, as well as the CERTIFIED FINANCIAL PLANNER™ and Accredited Investment Fiduciary®, Certified Estate and Trust Specialist™ designations. Lori serves alongside Phil in their team approach to client service. Lori and her husband, Chris, reside in McKinney, Texas and are the proud parents of two grown children and Dixie the wonder-dog.