Dallas/Ft. Worth, TX Headquarters

Our firm has had a presence in the DFW area since 1972 and we take pride in developing strategies for financial challenges for individuals, families, and small businesses. We are a process-driven financial planning firm and work side-by-side with our clients to provide premier service for today and tomorrow.

1847Financial Dallas/Fort Worth is proud to be among a select group of firms across the country affiliated with The Penn Mutual Life Insurance Company, a leader in life insurance and investment services, for more than 175 years. 

Why Partner With Us

Are you a financial professional wondering if the grass is greener elsewhere?

We are passionate about helping financial professionals build their practices using our Grass Roots Program and helping find the right solutions for your clients. If you’re looking to partner with a team that will give your practice the strong roots to thrive, schedule a time to discuss by contacting (469) 737-4044.

Our Program

Why Choose Us

Grow

Grow your practice using time-tested systems and marketing resources for lead generation, client acquisition, servicing, digital marketing and branding of your business.

Earn

Enhanced compensation, office space, and travel rewards with very low expenses, allowing you to keep more of what you earn.

Products

Utilize competitive products spanning every major category for insurance and protection, as well as investments and securities.

Experience

Easier path to success with over 150 years of Field Leadership experience, so you’ll never go on an appointment unprepared.

Business

Unique system and technology with rapid business processing. Cases issue quickly, so you get paid faster.

LEAP

 

Access to a unique LEAP financial planning system.

LEAP®, Leap-The Model for Financial Success™, The Leap Model™, Macro Manager™, Personal Macro Economics Process™, Wealth In Motion®, Protection, Savings, and Growth Model®, and Lifetime Economic Acceleration Process™ are trademarks and service marks of Leap Systems, LLC which is an independent affiliate of Penn Mutual Life Insurance Company (PML). HTK is a wholly owned subsidiary of PML. Trademarks belong to their respective owners.

News and Events

Get to know us

Aaron Peck

Managing Principal

 (469) 737-4012
 Email

Joel Carson

Firm Business Director

 (469) 737-4005
 Email

Gina Whitaker

Field Office Manager

 (214) 850-7006
 Email

Patty Hartranft

New Business Manager

 (646) 491-2193
 Email

Meghan Gray

Practice Development Specialist

 (214) 675-2702
 Email

Vicky Huckaby

Sr. Field Administrative Associate

 (817) 320-3214
 Email

Luke Shatwell

Recruiting Coordinator

 (972) 935-5449
 Email

Amy Provezis

Regional Marketing Manager

 (215) 956-7882
 Email

John L. Norman, CLU, ChFC

Financial Advisor / LEAP Trainer / Special Needs Focus

 (469) 737-4076
 Email

Grover C. Brillhart, II

Financial Advisor / Special Needs Focus

 (469) 737-4117
 Email

Christopher Carrion

Financial Advisor / Special Needs Focus

 (817) 374-9157
 Email

Fred T. Badyna, CLU, ChFC

Charted Financial Consultant

 (469) 737-4118
 Email

Wayne Farrar, CPA, CFP®️

Financial Professional

 (817) 337-7879
 Email

Jerod Frank, ChFC

Financial Professional

 (469) 737-4076
 Email

George F. Ferrin

Financial Representative

 (469) 737-4083
 Email

Brandon Green, CLU, ChFC, CLTC, LUTCF

Financial Professional

 (713) 256-1154
 Email

Philip H. Knight

Financial Professional

 (469) 878-4302
 Email

Lindsay Landin, MS, CFP®️, CDFA™️

Financial Professional

 (214) 384-9384
 Email

Jay Lester

Financial Professional

 (214) 293-1869
 Email

Karen Lucius

Financial Professional

 (214) 727-4353
 Email

Dave Megaffin, CLU, LUTCF

Financial Professional

 (469) 737-4102
 Email

Michael S. Smith

Financial Professional

 (469) 737-4035
 Email

Zhongwen Yang

Financial Professional

 (469) 737-4002
 Email

Firm Services

Firm Specialty

Special Needs Planning

Our team is specially-trained to create comprehensive financial and social strategies for those with special needs — bridging the gap between community, government, and long-term support to help them live the lives they desire.

Business Planning

Are you so busy taking care of day-to-day operations that you don't have time to think about the future financial security of your business? If so, you are not alone.  However, we can work with you to lift that burden and address significant issues such as business continuation and employee benefits that help attract, reward and retain key employees.

Estate Planning

Estate planning impacts everyone, not just the wealthy. With careful planning, you can decide how you will pass on your estate to your heirs, reduce or eliminate taxes, and provide liquidity to cover taxes, debts and other final expenses. Without it, the government may decide for you.

Retirement Planning

Today, we're faced with two big dilemmas: saving enough for retirement, and stretching those savings, as Americans are living longer, more productive lives. A comfortable retirement will likely depend on personal savings and self-funded retirement plans. We can help you plan and prepare ahead of time so you can comfortably enjoy retirement.

Risk Management

What risks do you face in your business or personal life? Have you taken the necessary steps to protect yourself against potential loss? We will work with you to help assess your risks, show you how to manage them effectively, look for opportunities to avoid unnecessary risk, and help make sure any losses you experience are minimal.

Wealth Accumulation

Building wealth takes planning discipline, a long-term strategy and commitment. We develop a strategy that matches your comfort level with risk, return and accessibility. It is never too early to start building your wealth to help you fully realize all life's possibilities.

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