We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.
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How We Help
Contact us today to find out how we can help with your financial needs.
We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress.
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.
Investments can play a key role in your financial security plan. A mix of registered and non-registered savings can help achieve your goals.
Insurance is essential to any comprehensive financial security plan. It can protect you and your family from undue hardship.
Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.
Managing your finances is an important component to any financial security plan. Money management strategies help you manage your savings on a daily basis.
Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.
Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.
Learn more about our amazing team of professionals.
Background and experience
Casey attended the University of North Texas in Denton. He has over 22 years of experience in the financial industry as a registered securities representative. Casey joined Prospera Financial Services (a five-time Independent Broker Deal of the Year by Investment Advisor Magazine) in 1997, where he expanded his knowledge base by becoming a licensed insurance agent in 2002, and an investment advisor in 2003.
Casey has received several financial industry awards. He has been named a Five Star Wealth Manager as published in Texas Monthly Magazine in 2012, 2013, 2014, 2015 & 2016. This is only awarded to wealth managers who have scored highest in client and financial services based on research by a national independent research company. Casey is not only committed to helping his clients but also in serving the community. He earned the James Dunks Advocate Award, presented by Prospera Financial, for his involvement in local communities. He also serves as a Rotarian, where he is a part of local projects through The Rotary Club in Frisco and New Braunfels.
Casey and his team are dedicated to helping individuals and businesses develop financial and investment strategies that line up with their needs, goals and risk tolerance. Our mission is to provide every client with comprehensive financial advice and portfolio management services, provided with the highest level of personal service and professional integrity. Our goal is to work closely with clients to help build their financial assets in a manner suited exclusively for them. We follow a systematic process to assist clients in accomplishing their financial goals.
Away from the office
Casey and his wife, Angela, and their two daughters, Raegan and Ashlynn, live in Frisco, Texas and they have a residence in New Braunfels as well. As a family, they enjoy spending time outside - camping, riding motorcycles, playing basketball and soccer.
Background and experience
Chris began his career in the financial industry in 2006, with Prospera Financial Services, working his way up to becoming the operations manager as well as overseeing the advisory department. He then joined Waits Financial Group as a financial advisor in 2015, to work alongside his uncle, Casey Waits. Being in the industry for over 10 years, both behind the scenes and as a financial advisor, has given him a unique in-depth understanding of operational procedures and security knowledge, a comprehensive knowledge of multiple markets and has ingrained the importance of relationships in this industry.
Chris earned his bachelors degree from the University of Texas at Dallas in American Studies. This degree path offered him the ability to study both business/finance and government and politics, fulfilling his need to explore multiple interests. He continues to indulge his passion for knowledge by reading science articles, watching documentaries, exploring culinary endeavors and traveling. Chris has also gone through the rigorous steps to become a CERTIFIED FINANCIAL PLANNER™ professional.
Chris and his team work closely with individuals, families, companies and institutions to help build, manage, protect and transition comprehensive wealth. They pride themselves on being thoughtful and fastidious with maintenance of investments, debt and liability management, risk management, as well as trust and fiduciary services for their clients.
Away from the office
Chris and his wife, Kaitlyn, enjoy living in Frisco, Texas with their two dogs. They spend their time enjoying the culinary scene, traveling or just relaxing with a movie. Chris is passionate about fitness and health and is an active CrossFit competitor.
Deanna graduated from Texas State University with a Bachelor of Arts in Psychology. She has worked in the financial services industry with roles ranging from company accounting, to human resources to Vice President of Operations for a broker-dealer firm. She has developed written procedures based on regulatory compliance rules and regulations in the processing of securities paperwork, managed employees and oversaw regulatory audits.
Deanna oversees all aspects of client services and operations outside of investment planning and provides comprehensive support for each client’s unique needs. She had the opportunity to join Waits Financial Group over 2 years ago where she found her home. Fifteen years ago, Deanna returned to her passion in financial services - working one-on-one with clients. Using her background experience in a broker-dealer home office environment, Deanna’s approach to customer service was shaped by the strong compliance and operational knowledge of the financial services industry.
Away from the office
Deanna enjoys her free time with her grown daughter, Casey Ann, her rescued dogs and her friends. She enjoys walking the neighborhoods and parks of Plano as well as estate sales and refurbishing antiques. Her idea of a perfect day is time spent with family and friends.
Don't hesitate to get in touch with us. We would love the opportunity to become your trusted advisor.
The information contained on this website is for general use, and while we believe all information to be reliable and accurate, it is important to remember individual situations may be entirely different. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Neither the information presented nor any opinion expressed constitutes a representation by us or the purchase or sale of any securities.