(877) 314-1618

Planning by Design Financial

Planning by Design FinancialPlanning by Design FinancialPlanning by Design Financial

Planning by Design Financial

Planning by Design FinancialPlanning by Design FinancialPlanning by Design Financial

(877) 314-1618

  • Home
  • About Us
  • Services
Partner

Tracy Cunningham, CSFP

Tracy has been helping people pursue their retirement goals for over 30 years. He serves as a partner in Planning by Design Financial alongside his wife Julie, who is an Investment Advisor Representative with advisory services offered through Brookstone Capital Management, LLC., a registered investment advisor 

Partner

David Messing

David serves as equal Partner of Planning by Design Financial, alongside his wife Carol. He has been a pillar of the Dallas/Ft. Worth area for as long as he can remember. He loves nothing more than seeing his clients into retirement and has been doing so for some 35 years. 

Regional Manager

Dan Ice II

Dan is the Regional Manager of our Tucson, AZ and El paso, TX offices. He has been a licensed professional, helping his clients pursue financial freedom at retirement, for over 25 years. Dan is married to his wife Tina, and has 2 wonderful kids.

Agent

Ben Shackelford

 Ben considers helping his clients a "calling" and a "privilege" that he has been fortunate enough to do for over 20 years. He is the proud father of 2 young ladies.

Henry Cunningham

Agent

Henry has been training his whole life to help people. 

Eldest son of Tracy and Julie, Henry has had firsthand experience 

with their clients. Henry studied economics at the 

University of Arizona where he and his 

brother George played golf on scholarship. 


George Cunningham

Agent

George is an Investment Advisor Representative with 

Brookstone Capital Management, LLC. A Registered Investment Advisor.

George is the youngest son of Tracy and Julie and has enjoyed a career on the professional golf tour since 2018. George studied Economics at the University of Arizona while playing on a golf scholarship.

Kasey Byrd

                            Agent


Kasey is an Investment Advisory Representative with Brookstone Capital Management, LLC. A Registered Investment Advisor

Kasey grew up in Oklahoma and graduated from Rhema Bible College where he met his wife Alexandra. 

Kasey is passionate about holistic planning and helping others succeed in their endeavors.

The information presented here is not specific to any individual's personal circumstances. Planning by Design Financial does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. 

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable- we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice. 

This communication is strictly intended for individuals residing in the state(s) of AZ,TX,and NM. No offers may be made or accepted from any resident outside the specific states referenced. 


Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor. BWA and Brookstone Capital Management, LLC are affiliated companies. BWA and Planning by Design Financial are independent of each other. Insurance products and services are not offered through BWA but are offered and sold by licensed and appointed agents of Planning by Design Financial. 

Copyright © 2019 Design Financial - All Rights Reserved.

Powered by GoDaddy Website Builder