Partners

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)

jachalk@chalkcullum.com

 

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

dwcullum@chalkcullum.com

Jeff McCain

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)

jmccain@chalkcullum.com

viewpoints

Observations and Updates from CCA
Jan
18

Portfolio Update

We hope your 2019 is off to a great start! We wanted to give you all an update on the equities in your accounts. As you know, we sold all equ... read more

Dec
21

Portfolio Update

Our 10/50 indicator has crossed and confirmed negative today.

As we mentioned in our Market Update on Dec 7th... read more

Dec
7

Market Update

The fourth quarter of 2018 continues to be a volatile season for the markets. Since this has been such an ‘interesting’ week, we wanted t... read more

Oct
25

Market Update

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

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