Adrienne Upchurch

The goal of financial services is to provide security for the future through knowledge, dedication, and creating an environment capable of establishing a firm foundation for the financial future. Adrienne started her practice in 1999. Her years of experience and extensive education enable her to provide personalized strategies for individuals and businesses. After completing her BS in Business Administration at The University of Southern Mississippi, Adrienne received her MBA in Finance from The University of North Texas. She continued her education by attaining her CLU® (Chartered Life Underwriter) and CFP® (Certified Financial Planner) designations. She enjoys teaching others about insurance and financial planning, and has been a guest speaker at many local and national conferences. Adrienne is active in the financial industry--she is the past president of the Dallas/Fort Worth chapter of Women in Insurance and Financial Services (WIFS), and she is still serving on the board. She is a current member of the National Association of Insurance and Financial Advisors, the Society of Financial Service Professionals and the Financial Planning Association. She has received numerous awards for quality of service to clients and the industry.