Broker Check


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.

*These services are offered by David O'Neill through his affiliation with HD Vest


David O'Neill, EA, CFP, CLU, ChFC


(469) 200-8310

(469) 888-4660

David personifies the adage "I wasn't born in Texas, but I got here as fast as I could." Born in Albuquerque, New Mexico, David's family of seven children moved to Texas when he was three months old, and he has called Texas home ever...
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Timothy O'Neill, CPA

(972) 731-0020

(469) 394-7800

A graduate of the University of Texas, Tim began his career in public accounting in Dallas, working in audit and taxation for eight years and subsequently moving into the position of controller for a large computer leasing company....
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