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Payton Juarez, M.S.

  • 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®.