Our executive and individual clients include the CEOs/Presidents/Managing Principles of:

  • United Airlines
  • The Beck Group
  • Texas Capital Bancshares
  • Cawley Partners
  • Dave & Busters’

  • Crow Holdings
  • HKS
  • Meridian Financial Holdings, LLC
  • Thackeray Partners

  • Tuesday Morning
  • ALM First Financial Advisors, LLC
  • Benihana

  • Whataburger
  • Texas Tech University
  • Pizza Inn
  • Massage Envy

Executive & Individual Clients

Former Chief of Staff for Treasury Secretary Henry Paulson, Jim Wilkinson

Former Baltimore Orioles Manager Buck Showalter

Hall of Fame Basketball Coach Larry Brown

Olympic Gold Medalist Ryan Berube

Former NFL Running Back Ryan Moats

Kidd Kraddick Morning Show Co-Host Al Mack

Former MLB Pitcher Chris Holt

More than a dozen Barron’s Top 100 Financial Advisors

More than 20 Branch Managers & Executives at investment banks, wirehouses, and financial firms

Tom Buning
Former Assoc. Athletic Director for Facilities, SMU

Woody Norris
Former Senior Associate Athletic Director, SMU

Kris Lowe
Former Assoc. Athletic Director for Business & Finance, SMU

MEDIA

Financial Advisor Says Fidelity Fired Him for Reporting Securities Violations
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Fidelity Pressured Brokers to Sell Customers on Costlier Investments, Ex-Advisor Claims
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THE DEPT. OF EDUCATION’S NEW TITLE IX RULES
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Dallas employment attorney says the noncompete ban will make it through legal challenges
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Regional Spotlight Announcement
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Why Wall Street’s biggest wealth managers could face an avalanche of lawsuits thanks to one judge’s ruling
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FDA Concedes COVID Shots Trigger Baby Seizures, Re-Recommends Them Anyway
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Executive Travel: Deer Valley in Park City, Utah
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The Importance Of Giving Back To Community: What Drives Rogge Dunn Group To Improve And Provide Professional Services
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LOANDEPOT, CARDINAL SUED OVER ALLEGED DECEPTIVE PRACTICES
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HONORING OUR NATION’S HEROES
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The Importance of Being Earnest
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KEY INDUSTRY DEVELOPMENTS IN MARCH
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Social Media Scrutiny Continue Education Testing Tip and More
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Several Developments in January are of Interest to Financial Advisors
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Rogge’s Roundup: Several developments in January are of interest to financial advisors — February 16, 2023
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