In The News
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View larger video of Sue Spellman on WFAA Dallas

     Kathy Muldoon and Bill Carter ranked in the Top 100 Independent Advisors in America Registered Rep Magazine - August 2009  

     Thomas James - Raymond James Chief Prepares to Step Down" InvestmentNews March 16, 2009  

     Raymond James Reps Bullish on Thomas James' Successor" InvestmentNews March 9, 2009  

     Kathy Muldoon Ranked among “The Top 1,000 Advisors”  

     Consistently named "The Best Financial Planners in Dallas" by D Magazine 

     WFAA-TV Ch. 8

     Registered Representative Magazine

     Investment News

    The Dallas Morning News, "A Financial Planner Who's Beyond Numbers"

    Wise County Messenger, "Maintaining Wise Roots"
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