John Chalk, Jr., CPA, JD, CFP®, ChSNC
Prior to forming the fee based financial planning firm of Chalk, Cullum & Associates in 2002, John was a partner of the Fort Worth law firm of Whitaker, Chalk, Swindle & Sawyer, LLP representing individuals and business owners, with issues of succession, structure and tax reduction strategies. His passion is to help people align their wealth with their values, and thus further their purpose in life. In 2009, John and his partner, Dee Wayne Cullum, founded Trinity Portfolio Advisors, LLC. Trinity Portfolio Advisors, LLC is an independent registered investment advisory firm with the Security and Exchange Commission.
Abilene Christian University (B.A., Accounting, 1986), Certified Public Accountant, Texas, 1988, University of Texas (J.D., 1991)
Dee Wayne Cullum, CPA
Dee Wayne brings extensive experience in all aspects of portfolio management which includes helping our clients understand, sometimes for the first time, how much risk they are taking in their investment portfolio. Dee Wayne uses his investment expertise, along with advanced financial planning and estate analysis strategies, to help solve highly complex financial issues for small business owners and high net worth clients. Prior to forming Chalk, Cullum & Associates, Mr. Cullum was the General Manager of a Financial Planning Firm and owner of his own business.
University of North Texas (B.A., Business Information Systems, 1986), Certified Public Accountant, Texas, 1990
Prior to joining Chalk, Cullum & Associates, Jeff was a client of the firm. He purchased, re-engineered, and in 2006 successfully sold his third-generation Fort Worth business. Jeff brings broad understanding and expertise to the issues and challenges facing business owners and partners in professional practices. Drawing on his experience, Jeff enjoys developing advanced strategies to help clients protect their wealth and reach their financial goals. He is especially passionate about helping families with business succession strategies, sales and acquisitions, investments, and tactical qualified retirement plans.
Texas Christian University (B.B.A., Finance, 1988)
viewpointsObservations and Updates from CCA
October has been another volatile month in the stock market. The theme for 2018 continues to be volatility. As you can see from the chart of... read more
As stated in previous posts, we have been monitoring the bond market and the effect rising interest rates and inflation have on the fixed inc... read more
We hope you are having a safe and relaxing summer and have found a place to get out of the heat. The second quarter ended with stocks and bon... read more
As we head into summer we thought this would be a good time to provide you our current insights on the equity and bond markets. This has been ... read more