Board of Directors

 

 

Roxanne
Roxanne Turner

President

After 20 years in the Health Care field as a licensed Vocational Nurse, Roxanne chose to redirect her focus to the Financial Services profession.  Roxanne specializes in working with business owners and individuals to help meet their personal financial goals.  This includes personal retirement planning, asset coordination and wealth preservation.  Her practice extends to Business Succession Planning and Retirement Planning via Qualified as well as Non-Qualified Selective Executive Benefit Plans.  She places a strong emphasis on "Safe Money Strategies" to protect her clients from the uncertainties of life.  As part of the Turtle Creek Financial Team, Roxanne strives to facilitate clients' objectives with as much certainty and as little risk as possible.

COMMUNITY INVOLVEMENTS INCLUDE:
Lake Tawakoni Regional Chamber of Commerce, President
United Way of Kaufman County, Chairman
Terrell Chamber of Commerce, Member
CASA - Court Appointed Special Advocate, Volunteer




slaughter head shot
Adam Slaughter

Vice President

Teresa Snyder
Teresa Snyder
Secretary

 
 
 


 
 



Tiff's Profile Pic1 Tiffony Upchurch,  Board Director




dearls  Daniel Earls, Board Director 

Debra Crosby Head Shot Dr. Debra Crosby, Board  Director

dr hamil Dr. Gene Hamil, Board Director 

kent Kent Layton, Board Director

Sonny Upchurch Picture  Sonny Upchurch, Board Director

Robin Myer Picture Robin Myers, Board Director


Rita Moon_PictureRita Moon, Board Director 


Pam Vicars_PhotoPamela Vicars, Board Director