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Mike Woods, CFP, a wealth advisor in Denton, Texas, specializing in personalized financial planning and investment strategies.

Mike Woods, CFP®

President & CEO/Wealth Advisor
[email protected]
Jared Ottmers, Certified Financial Planner (CFP), a wealth advisor in Denton, Texas, providing expert financial planning and investment strategies.

Jared Ottmers, CFP®

Vice President/Wealth Advisor
[email protected]
Megan Johnson, a wealth advisor in Denton, Texas, specializing in financial planning and investment strategies to help clients achieve their financial goals.

Megan Johnson

Vice President/Wealth Advisor
[email protected]

Sharon Stark, ChFC®, RICP®

Executive Director/Wealth Advisor
[email protected]
Anne N. Spinks, CLU, Certified Financial Consultant (CHFCR), and Registered Investment Consultant (RICPR), a wealth advisor in Conroe, Texas, specializing in comprehensive financial planning and investment solutions.

Anne N. Spinks, CLU®, ChFC®, RICP®

Executive Director/Wealth Advisor
[email protected]
Doug King, Director of IT in Denton, Texas, combining technology and financial planning to provide expert investment strategies.

Doug King

Director of IT
[email protected]
Janet Amos, Senior Executive Assistant in Denton, Texas, supporting the wealth advising team with administrative and organizational tasks.

Janet Amos

Senior Executive Assistant
[email protected]
Melody Denault, Operations Manager in Denton, Texas, overseeing the day-to-day operations and ensuring efficient processes within the wealth advising team.

Melody Denault

Operations Manager
[email protected]
Nanci Lublin Good, Business Manager in Denton, Texas, overseeing business operations and ensuring effective management within the wealth advising team.

Nanci Lublin-Good

Business Manager
[email protected]
Jessica Mackillop, Client Services Associate in Denton, Texas, supporting the wealth advising team with client relations and administrative tasks.

Jessica MacKillop

Client Services Associate
[email protected]
Courtney Jones, Client Services Associate in Denton, Texas, providing support to the wealth advising team and assisting with client service and administrative duties.

Courtney Jones

Client Services Associate
[email protected]
Tracy Rickert, Client Services Associate in Denton, Texas, supporting the wealth advising team with client service and administrative tasks to ensure a smooth experience.

Tracy Rickert

Client Services Associate
[email protected]

Hanna Manning

Operations Associate
[email protected]

Locations

Denton (Principal Office) 
3000 Wind River Lane, Suite 110 
Denton, TX 76210 
Phone: 940-566-1212 
Fax: 888-278-9603 
Email: [email protected]

   

Dallas 
6440 N. Central Expressway, Suite 315 
Dallas, TX 75206 
Phone: 214-346-3446 
Fax: 814-237-5289 
Email: [email protected]
   

Conroe 
9114 Bush Buck Lane 
Conroe, TX 77303 
Phone: 281-341-8035 
Fax: 888-242-3148 
Email: [email protected]

   

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Primary Wealth Group, Cambridge and Dave Ramsey are not affiliated. Cambridge does not offer tax advice. Financial Professionals may only conduct business with residents of the states or jurisdiction in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction.

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