Jeff Nunes

Click Here to Schedule an Appointment with Bellann

PROFESSIONAL SUMMARY

You've heard that one of the most important aspects of your investment planning is to have a diversified portfolio*. Did you know it's also important to have a diversified investment strategy as well?

I tailor allocations and strategies for your unique situation when we work together on your personal Lifestyle Vision Map. Our process takes a multi-dimensional approach to your wealth management. We define your goals, review your assets, and analyze your needs to understand the status of your current financial position and desired Lifestyle Vision.

I’m looking for the answers to two questions: 1) Are you on track? and 2) Are there any financial blind-spots you may not be aware of?

In addition to working with individuals, I also work well with business owners because I was a Chief Financial Officer for over 10 years. If the majority of your wealth is in your business, that you worked so hard to build, I work with you to assist with maintaining your current lifestyle in the next phase of your life.

I am a fiduciary for my advisory clients under the Investment Advisors Act and have a duty to act in their best interest and to make full and fair disclosures of material facts and conflicts of interest.

*There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

EDUCATION AND LICENSING

Through LPL Financial, she holds a Series 7 and Series 66 registrations and General Lines Life & Health & Annuities licenses. Bellann earned a Bachelor of Applied Arts and Sciences and a Certificate in Financial Planning from the University of North Texas.

COMMUNITY SERVICE

In addition to serving her clients, Bellann understands how important it is to contribute to her community.  She serves on non-profit Boards offering her time and efforts to help others.  

HARRY GRANT, CPFA^™, NQPA^™

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PROFESSIONAL BACKGROUND

My background includes all operational aspects of several successful small businesses from family enterprises, a corporate management unit, consulting for A/R management, managing a series of self-governing organizations, and culminating in a start up to exit transition of a service-based business.  I transitioned to a financial services business to serve my clients and especially business owners and managers.  Based on these experiences, along with my business education, I know a solid financial plan can be a way to help your business grow and strengthen their financial position. As a fellow entrepreneur, I specialize in creating a specific plan with measurable indicators, which can guide your business toward financial success, regardless of your business phase. I understand that while there are industry nuances, there are common success strategies.  I know what it takes, as well the sacrifices you as an owner, make to provide service to your stakeholders, such as your clients, your employees, your suppliers, your investors, and your family. I provide real-life resources from hard won experiences, which can reveal your finances in a new light. I strive to use tools I offer for your business, to help move it towards your success goals, each step of the way. 

EDUCATIONAL BACKGROUND

Harry holds Series 7 & 66 Securities Licenses with LPL Financial, and Texas Life and Health Licenses.  He has satisfied the NAIC suitability in Annuity training and maintains his certification in Texas Long Term Care Partnership program. 

Harry attained the Certified Fiduciary Plan Advisor (CPFA^™) designation and the Non Qualified Plan Advisor (NQPA^™) designation. 

He received his Bachelors in Business Administration from the University of Georgia, Terry College of Business, School of Finance, Insurance, and Real Estate.

 COMMUNITY SERVICE

Harry believes that community service is important because local issues are solved by local people.

He serves currently as an active Board Member of the Cedar Hill Chamber of Commerce, Cedar Hill, TX to support the business community.

Harry is currently the General Manager of the Cedar Hill branch of the American Club Association (ACA) Business Club, an association of 14 clubs across the country and internationally which supports building professional business relationships, professional development, and business growth.  

He served formerly as Treasurer of the Cedar Hill Chamber of Commerce, Cedar Hill, TX.  He served as Senior and Junior Vice Commander for the Disabled American Veterans Auxiliary, Unit 42, Grand Prairie, TX (currently Chaplain) in honor of our Veterans, including several family members who served our country. He is still an active volunteer with the unit.  Also, Harry served as a board member of the Cedar Hill Senior Senate to assist a vital part of our society, seniors and their unique issues.  

He also supports with time, service, or resources several organizations such as Foreknown Ministries, Helping Us Help Her, Book Drive for Kids, Justice Reform, and the Grand Prairie Historical Organization (Past Secretary and Pioneer Day Chairperson).

Click Here to Schedule an Appointment with Jeff

PROFESSIONAL SUMMARY
Jeff works with business owners, professionals and families to make sense of their financial framework, identify goals and implement a well thought out plan to help plan their financial future. Jeff’s goal is to provide the desired resources and advice to assist you in making informed decisions about your financial future. He partners with you to realize your financial aspirations, focusing not only on assets but on your dreams and lifestyle as well.

Jeff tailors your client experience to build a holistic financial strategy to guide your resources on a path to build, preserve, and efficiently transfer wealth to loved ones. Are you doing everything you can to puruse your financial goals? Connect with Jeff today to start taking control of your financial future!

EDUCATION AND LICENSING
Through LPL Financial, Jeff holds Series 7 and Series 66 Securities Licenses as well as General Lines Life & Health and Annuities licenses. He is a Certified Exit Planning Advisor (CEPA®) as recognized by the Exit Planning Institute. Jeff graduated with a Bachelor of Science in Business Administration from the University of Oregon, Charles H. Lundquist College of Business.

FIDUCIARY SERVICES
Jeff Nunes is a fiduciary under the Investment Advisors Act when providing investment advisory services and has a duty to act in your best interest and to make full and fair disclosures of material facts and conflicts of interest.

VINCENT P. MONTENEGRO, CFP^®, CEPA^® 

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Vincent works with business owners and affluent families to simplify the complexities of financial planning. Through tailored tools—like checklists, assessments, and strategic resources—he helps clients make informed decisions around retirement, risk, and legacy preservation.

His approach is practical and relationship-driven, focusing on clarity, continuity, and long-term impact. Vincent understands the unique challenges of managing personal and business wealth, and designs solutions that support both growth and generational stewardship.

Whether developing branded materials or advising on multi-generational strategies, Vincent brings a steady hand and clear perspective to every conversation—helping clients preserve what they’ve built and plan for what comes next.

Vincent partners with successful families and business owners to bring clarity and confidence to complex financial decisions. With a focus on legacy preservation, retirement readiness, and risk management, he provides tailored guidance and practical tools that support long-term financial health.

His approach is grounded in transparency, strategy, and empathy—recognizing that wealth is not just about accumulation, but about stewardship. Vincent designs resources that simplify planning, spark meaningful conversations, and help clients align their financial choices with their values and vision.

Whether advising on multi-generational wealth strategies or developing print-friendly planning tools, Vincent serves as a steady, informed presence—committed to helping clients preserve what they’ve built and prepare for what comes next.

PROFESSIONAL SUMMARY You've heard that one of the most important aspects of your investment planning is to have a diversified portfolio*. Did you know it may also be beneficial to have a diversified investment strategy as well? I tailor...

HARRY GRANT CPFA™, NQPA™ PROFESSIONAL BACKGROUND My background includes all operational aspects of several successful small businesses from family enterprises, a corporate management unit, consulting for A/R management, managing a series...

PROFESSIONAL SUMMARYJeff works with business owners, professionals and families to make sense of their financial framework, identify goals and implement a well thought out plan to help plan their financial future. Jeff’s goal is to...

VINCENT P. MONTENEGRO, CFP®, CEPA® Click Here to Schedule an Appointment with Vincent Vincent works with business owners and affluent families to simplify the complexities of financial planning. Through tailored tools—like checklists,...