Tracy has been helping people pursue their retirement goals for over 25 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 Capital Asset Advisory Services, LLC., a registered investment advisor
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.
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.
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 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.
Sam is nephew of Tracy and Julie, he also grew up in the financial planning family business. Sam graduated from Metropolitan State University of Denver with a degree in History. Sam is a people person and loves helping others.
Kasey is an Investment Advisory Representative with Capital Asset Advisory Services, LLC.
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.
Advisory services offered through Capital Asset Advisory Services, LLC, an independently owned Registered Investment Advisor.
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