The Personal Money Planning Difference

 

Personal Money Planning, LCC 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...

Director of Investment Research and Operations

Brittany has worked in the Financial Industry for just over 5 years. She worked in a banking center in the UK for most of that time where she was a supervisor for over two years...

Client Services Assistant

Abby is not only the newest addition to the office but also a new transplant to the Wichita Falls area, having been born and raised in eastern NC. In July 2021, she moved here with...

How Can We Help You?

Find out how we can help you reach your financial freedom

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