About Cullen
Cullen is ready to meet Focus Partners Wealth’s existing and future clients and help them confidently make financial decisions for their future. While he has focused on all areas of financial planning in his previous roles, he has a particular interest in tax planning, retirement planning, and estate planning for clients. Ultimately, Cullen believes financial planning is a fluid process centered around a client’s life goals and values. His main goal for all client relationships is to add value by educating clients about their finances to help ensure prudent decisions are being made.
Cullen has five years of experience in the industry, including working with private practices within Ameriprise Financial and Raymond James Financial. In both of his previous roles, Cullen got the opportunity to work with clients from all backgrounds and walks of life. He particularly likes working with physicians and focusing on the distinct planning opportunities they have.
Outside of the office, Cullen enjoys spending time with family and makes traveling to see them a priority. He also loves to play golf, hike, hunt, and fish (really, anything outdoors!). He has also lent a hand to various charitable organizations around the area, including the Dallas Food Bank, the Salvation Army, and Habitat for Humanity.
Education and Professional Milestones
-Texas A&M University in College Station, Texas - bachelor’s degree in agricultural economics, with a focus in finance and real estate
-Series 66 license holder
-State of Texas Life and Health Insurance license holder
Cullen is ready to meet Focus Partners Wealth’s existing and future clients and help them confidently make financial decisions for their future. While he has focused on all areas of financial planning in his previous roles, he has a particular interest in tax planning, retirement planning, and estate planning for clients. Ultimately, Cullen believes financial planning is a fluid process centered around a client’s life goals and values. His main goal for all client relationships is to add value by educating clients about their finances to help ensure prudent decisions are being made.
Cullen has five years of experience in the industry, including working with private practices within Ameriprise Financial and Raymond James Financial. In both of his previous roles, Cullen got the opportunity to work with clients from all backgrounds and walks of life. He particularly likes working with physicians and focusing on the distinct planning opportunities they have.
Outside of the office, Cullen enjoys spending time with family and makes traveling to see them a priority. He also loves to play golf, hike, hunt, and fish (really, anything outdoors!). He has also lent a hand to various charitable organizations around the area, including the Dallas Food Bank, the Salvation Army, and Habitat for Humanity.
Education and Professional Milestones
-Texas A&M University in College Station, Texas - bachelor’s degree in agricultural economics, with a focus in finance and real estate
-Series 66 license holder
-State of Texas Life and Health Insurance license holder