Print this article
New Independent Texas Wealth Firm Joins Williams Financial
Eliane Chavagnon
23 February 2012
MPACT Financial, the new independent wealth management company founded by a team of former AXA Wealth advisors, has joined Dallas, TX-based Williams Financial Group, the securities, brokerage, advisory and investment services firm. Eric Drift, John Farris, Crystal Arredondo, Raegan Arrington, Vatsal Assar, Philip Strunk and Kim Tillinghast established MPACT - which has approximately $150 million in assets under management - on 13 January, the firm said. It specializes in retirement strategies, estate conservation and business succession strategies. “We recognize that the security of retirement for Americans is more fragile than ever. Our team brings a variety of expertise in this area and has developed a proprietary three-phase planning model for retirement income and estate conservation,” said Arredondo, MPACT partner and retirement planning specialist. Williams Financial has about $7.1 billion in AuM with over 280 affiliated independent financial professionals.