The Personal Money Planning, LLC Difference

 

Personal Money Planning is a Texas and Oklahoma State Securities Board Registered Investment Advisor providing Financial Planning and Investment Management services. The firm is located in Wichita Falls, Texas. We work with individuals, families, and businesses, to help them determine and achieve their financial goals.

We don't just tell you what to do; we take the mystery out of financial planning and investments. Our clear recommendations will show you how you can reach your goals...and perhaps achieve your dreams.

Who We Are

Meet Our Team

Founder

Gary is the founder of the firm. Back in 1993 he formed Personal Money Planning as a place where folks could turn to for help and advice in their money matters. Early on he saw the...

President

A lifetime resident of Wichita Falls, Michelle joined Personal Money Planning in 2005, which makes her a veteran of the Financial Services Industry with over 25 years of experience...

Financial Planning Specialist

Kody recently received his Bachelor of Science in what Gary, and most advisors, consider the the premier financial planning program in the world, the Personal Financial Planning...

Marketing Manager

Tina helps get the word out about Personal Money Planning through the website, newspaper articles, social media, correspondence, and seminars. If you’re reading about Personal...

How Can We Help You?

Find out how we can help you reach your financial freedom

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