Your success is our success. Our clients benefit from our 30-plus years of combined experience as well as our partnership with Calvetti Ferguson. At CF Financial, we tailor our recommendations to each client’s values and vision. Read more about our team below.
Jason’s passion to help others overcome obstacles to achieve their goals derives from his childhood. Although he was born with a birth defect leaving him with one fully functioning arm, his father never saw this as a disability, nor did he allow Jason or others to see it as a disability either. Watching his father advocate for him as he signed up for little league when others questioned his ability, led him to realize his passion which is to advocate for and help others. Jason went on to play baseball at TCU where he earned his Bachelor of Business Administration and met his wife Anne-Marie. They have been blessed with two daughters and a son.
As one of five children, Kyle was instilled with a competitive spirit early in life. It didn’t matter whether it was academics or athletics, he was driven to excel and compete in all facets of life. This led him to the United States Air Force Academy and eventually the University of Oklahoma where he played Rugby. He graduated from the University of Oklahoma with a Bachelor of Economics.
Upon beginning his career in financial services, Kyle was quickly disappointed as he learned most firms endear a culture of commissions and sales. This was not how he believed helping people should be framed. Kyle took his talents to a multi-family office where he was able to help families make decisions based on their core beliefs which helped them define their vision.
Kyle has been recognized as a Key Holder of SteerFW which is a nonpartisan nonprofit organization that grows emerging leaders to be civically engaged in Fort Worth, TX. He serves on the Board of Stewards at the First United Methodist Church and the Board of the OU Club of Fort Worth and Membership Committee at Ridglea Country Club. He and his wife, along with their three children are proud to call Fort Worth home.
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CF Financial is a wealth advisory firm that provides asset management and financial planning services to high net worth individuals and businesses in Dallas, Fort Worth, Houston, San Antonio and the Woodlands (TX). We provide financial planning, asset management, business services, risk management and corporate retirement plans.