About Us

View Jeff's full bio and background

• Has been navigating wealth for highly affluent families since 1989.
• Extensive experience and long-term relationships with some of the wealthiest owners of large privately held multi-generational businesses across the United States.
• Created and trademarked The Results Accelerator System^™ to solve the challenges facing families who have completed plenty of planning with many advisors and have highly complex situations.

• Author, Bigger Than Business (High Bridge Books, 2018) Learn more

• Earned his Bachelor of Science Degree in Business from Florida State University.
• Certified Financial Planner^™ since 1987.
• Member of the national Financial Planning Association and the local Dallas/Fort Worth chapter.
• Member of the Fort Worth Estate and Business Planning Council.
• Regular attendee of the Heckerling Institute of Estate Planning.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^® and Certified Financial Planner™ in the U.S.

• Leads the process of building and maintaining the Family Desk Reference® for our clients.
• Assists in the execution of the firm's trademarked planning process, The Results Accelerator System™, which is exclusively designed for successful business owners.
• Participates in client meetings and manages their project and task follow-up
• Completes research and analysis projects for the firm and for clients
• Supports the firm’s Investment Services Manager
• Manages the firm’s Intern Program
• Earned his Master’s Degree in Personal Financial Planning with a Certificate in Charitable Giving from Texas Tech University.
• Worked his way through college and is the first member of his family to earn a college degree
• The Capital Chart Room and our clients will benefit from Victor’s fresh and unique perspective and analytical skills.
• Certified Financial Planner™

• Leads our clients and their advisors through our trademarked planning process, The Results Accelerator System™
• Has a passion for, and 5+ years of experience, working with business owners
• Is part of the next generation of leadership for The Capital Chart Room LTD®
• Works with our clients and their advisors to meet prospective new "right fit" clients to fuel our company's grown
• Majored in finance and minored in religion, graduating top of his class from the Neeley School of Business at Texas Christian University
• Has achieved the mark of Certified Financial Planner™

• Assists in the process of building and maintaining the Family Desk Reference® for our clients.
• Assists in the execution of the firm's trademarked planning process, The Results Accelerator System™, which is exclusively designed for successful business owners.
• Participates in client meetings and manages their project and task follow-up.
• Earned his Master’s Degree in Personal Financial Planning from Texas Tech University.
• Studying to achieve the mark of Certified Financial Planner®.

• 20+ years in executive administrative support roles has awarded Angela with outstanding organizational and creative skills she applies to internal projects, services, and event coordination. 
• Provides Executive and Operations support, and back-up support with client scheduling for TCCR. 
• Executes firm branding and marketing efforts. 
• Assists in supporting and improving the firm's technology components, systems, and processes. 
• Manages life insurance administration.
• Administrator of Client Vaults.

• 10+ years with Fidelity as Customer Service, Help Desk, and Team Lead
• Supports the Investment Team by helping processing money movement.
• Enjoys managing scheduling for TCCR.
• Brings her organizational and research skills to TCCR’s processes and projects.
• Aids in executing internal and client-related processes and workflows to completion.
• Assists with the management of Client Vaults.