Broker Check

Our Team Members

Douglas M Heagren, CFP®, CRPC®, APMA(SM)

Founding Partner, CFP®, Retirement Plan Consultant

(972) 590-8808 ext 102

Douglas Heagren has been an Investment Advisor Representative since 2006. In 2011, he joined LPL Financial in order to have the flexibility to advise clients with independence from the demands and biases of captive financial advice...

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Craig Cowles, CFP®

Founding Partner, CFP®

(972) 590-8808 x101

Craig has been serving his clients for over a decade and is a founding partner of Mergent Group. As a CFP® professional, he believes that this symbol stands out as a mark for providing the best possible financial advice for clients...

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