About Us

Meet Your Team

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ADVISORS

Adrienne Upchurch
MBA, CFP®, CLU®
Managing Partner
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The goal of financial services is to provide security for the future through knowledge, dedication, and creating an environment capable of establishing a firm foundation for the financial future. Adrienne started her practice in 1999. Her years of experience and extensive education enable her to provide personalized strategies for individuals and businesses.

After completing her BS in Business Administration at The University of Southern Mississippi, Adrienne received her MBA in Finance from The University of North Texas. She continued her education by attaining her CLU® (Chartered Life Underwriter) and CFP® (Certified Financial Planner) designations. She enjoys teaching others about insurance and financial planning, and has been a guest speaker at many local and national conferences.

Adrienne is active in the financial industry--she is the past president of the Dallas/Fort Worth chapter of Women in Insurance and Financial Services (WIFS), and she is still serving on the board. She is a current member of the National Association of Insurance and Financial Advisors, the Society of Financial Service Professionals and the Financial Planning Association. She has received numerous awards for quality of service to clients and the industry.

JJ Lyphout
RICP®
Managing Partner
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JJ holds an RICP® (Retirement Income Certified Professional) designation and specializes in managing the transition from asset accumulation during working years, to decumulation in retirement years. He works with individuals and families to help build a nest egg, create secure and sustainable income for the many stages of retirement, and mitigate risks that could threaten a retirement plan.

JJ graduated with two degrees from the University of Notre Dame. He spent the beginning part of his career mastering operational excellence with three different industry leading companies.

He currently serves on the Board of Directors for the Coppell Chamber of Commerce as the Treasurer and the Incoming Chairman of the Board.

Hallye Perkins
CFP®
Managing Partner
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Hallye, who is a Tyler, TX native, became a financial planner in 2008 with Smith Conway in Dallas. She recently moved back to Tyler with her husband, Stephen, and three children but maintains her Dallas office. She is very active with All Saints Episcopal School, Marvin United Methodist Church, and the Texas Rose Festival.

In financial planning, as in any business, a reputation for quality service and integrity is earned by creating satisfied and knowledgeable clients. Hallye's analytical aptitude and keen insight have equipped her to utilize the firm's extensive research and securities data to personalize each client's planning and advisory process. Her experience and education also make her well suited to implement recommendations to the group's portfolio-management strategies.

Without proper planning, people are worried about the “gaps” in their financial lives. As your financial planner, our job is to help you identify any gaps and put you on a path to reach your goals. Ultimately, our goal is to have clients walk away with a peace of mind regarding their financial lives. Hallye's abilities, confident demeanor, and unwavering desire to help others enable her to develop strong and lasting client relationships.

With a degree in business administration from Rhodes College and a Masters in Accountancy from Southern Methodist University, Hallye holds numerous securities registrations with FINRA as well as a Group I Life and Health Insurance License with the State of Texas. She obtained her Certified Financial Planner Professional designation in 2014.

SUPPORT TEAM

Ryan Hill
Pension/401K Specialist
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Ryan graduated Cum Laude from Stephen F. Austin State University in 1998, with a BBA degree in Business with a concentration in Finance. He joined the financial services industry in 2001 after acquiring an extensive management background with one of the country’s leading retail organizations. Ryan has been active as Treasurer with the Dallas- Ft.Worth SFA University Alumni Association as well as an active member of Dallas HR, and the Dallas Alumni Chapter of Beta Gamma Sigma, an international honor society recognizing business excellence.

Registrations and Licenses

FINRA Series 7 Registration (General Securities Representative)

FINRA Series 63 (Uniform Securities Agent State Law Examination)

FINRA Series 65 Registration (Uniform Investment Advisor Law Examination)

Group I Insurance License (Life. Health and Disability)