Our firm continually invests time and resources in state-of-the-art technology, professional continuing education which give the client assurance that the personal assistance you receive comes from advanced training, technical experience, business and financial acumen.
Area Served: The firm has clients in many areas of the Dallas Fort Worth (DFW) Metroplex. Our service area is primarily Denton county Texas and surrounding areasCities served include but are not limited to: Lantana, Argyle, Bartonville, Flower Mound, Southlake, Grapevine, Keller, Trophy Club, Roanoke, Lewisville, Highland Village, Denton, Carrollton, Coppell, Corinth, Double Oak, Copper Canyon, Lake Dallas, Arlington, Frisco, Plano, Sunnyvale, Dallas, Fort Worth and other parts of North Texas.
Member: Argyle Chamber of CommercePlatinum Sponsor Lantana Wildcats Youth Football - Buchanan & Co. PLLCHarpool Middle School - Booster club apparel sponsor 3 years
Investment Advisor Representative
Certified QuickBooks ProAdvisor® Steve’s public accounting experience includes working in the tax department of a “Big Five” accounting firm as well as an auditor at a regional accounting firm. Over the course of...
Certified Public Accountant
Lana is a member of our accounting and tax advisory teams. Lana has extensive corporate accounting experience which includes the role of Director of Accounting & Global Budgeting for a publicly traded international company. She began...
Financial Services Assistant
Patricia is a member of our bookkeeping and administrative support team. She also supports Steven Buchanan with wealth management paperwork and client relationships. Patricia obtained her Bachelor of Science, Business Administration...
Financial Services Representative
Treisha is a member of our financial solutions team. Treisha obtained her Bachelor’s of Arts with Honors from The University of the West Indies, Mona and a Masters of Arts from the University of Denver. Upon graduation from...