The Team
After receiving his BBA in Finance from the University of Oklahoma, Dan joined E.F. Hutton in 1980. Dan has remained both consistent and stable for his clients throughout his 30 years in the business. Dan specializes in helping his clients work toward achieving their financial goals. After thorough analysis, he creates a detailed investment portfolio emphasizing diversification and asset allocation. Dan has appeared on several of the areas top radio and television news shows as a recognized leader in the fields of Investments and Retirement Planning. In addition, he lectured on a regular basis to executives and employees of many of the major corporations in the Dallas/Fort Worth Metroplex.
Mason earned a BBA in real estate in 1994 from Baylor University. He spent the next 4 years working as a loan officer and production manager in the mortgage industry. In 1999 he was offered a position with Everen Securities where he began his life as a registered investment advisor. Mason complements the team with his exceptional ability to research and select equity investments. Mason attributes his clients' success to the implementation of a finely tailored investment plan based on their individual needs, experience and objectives.
Marco Lopez is Sr. Vice President/Registered Investment Advisor at Milkie Ferguson Investments, Inc. He successfully completed the Certified Financial Planning program at Southern Methodist University and has been in the financial industry for over 14 years.Marco began his career at Fidelity Investments, one of the world’s largest investment companies and provider of 401k plans. He then accepted a position as Vice President/Financial Advisor at Southwest Securities, where he managed individual investment accounts. As a member of the downtown Dallas Tower Club, Marco spear- headed several charity projects and events. He presents financial planning seminars and shares his expertise with clients for peace of mind on retirement planning issues.
Stephen attended the University of Oklahoma, where he studied finance and marketing. In 2009, he became licensed as a Registered Representative for Milkie Ferguson, and is the newest member of the team. Stephen has been working with "Investment Talk" since he was 18, and also has work experience with Real Estate and Mortgage firms. As a student at Oklahoma, he was a member in investment and finance clubs, in addition to being the co-host of a University-wide radio show. Stephen is excited about the opportunity to develop long lasting relationships with his clients and work hard to carve his own path in the industry.
Kathi’s career in the Investment Industry began in 1972 as an Operations Manager at Wachovia Securities, formerly Prudential Securities. During her tenure she was also asked to head up a special training program in the Northeast Region in the development of Client Service Assistants and support staff which focused on customer service. In 1992, she relocated to Dallas and joined Dan’s team as his Client Service Assistant. She brings to the team her knowledge of the operational aspects of the retail brokerage industry. She provides administrative support to Dan's clients relating to their accounts to insure that they receive excellent client service.
Barbara has been in the financial industry for more than 35 years. She formerly comes from a diverse group of investment firms such as Southwest Securities, Merril Lynch, Pain Webber….etc. She brings a high level of knowledge, professionalism, and expertise to our team and clients. Her proficiency in administration for traditional and non-traditional investments lends to superior service and confidence to our clients.
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Daniel E. Levin
