3205 W. Davis Street, Ste. B102
Conroe, Texas 77304
(936) 760-2215 - Main
(800) 672-2297 - Toll Free
(936) 760-2216 - Fax
(832) 528-4651 - Cell
 
Frank E. Cannon, CFS® 
President & Founder
Financial Consultant
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Bobbi Jo Cannon 
Co-Founder
Chief Compliance Officer
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Jessica M. Boehm
Vice President, Operations
Financial Consultant
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Rebecca Dunklin 
Client Services Specialist 
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Renee Winberry
Client Services Specialist
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