Margie Mona
Team Leader
I assist with the day-to-day business operations. I process your accounts which includes paperwork, transfers, changes, and updates. I also build and maintain internal systems.
Originally from Winder, GA, I now live in McKinney. In my free time I enjoy decorative painting and spending time with my 2 dogs, Lexie and Coco.
Annie Deutsch
Relationship Director
I coordinate all activities related to events including venue selection, invitations, reservations, refreshments, A/V equipment, etc. In addition, I maintain the website content and submit monthly newsletters. I also research and coordinate opportunities to grow the business.
Born and raised in St. Louis, MO, I moved to Plano in October 2006. In my spare time I enjoy the outdoors, running, and playing with my 2 dogs, Babs and Cosmo.
Will Hornbuckle
Computer Operator and Assistant
I update the computer operating system and conduct daily office tasks. I manage Emoney and assist with financial planning and compliance as well.
From Katy, TX, I recently graduated from Baylor University. I enjoy exercising, reading, and following sports.
Glenna Stone-Morgan, CPAIncome Tax Specialist
I prepare tax returns and provide tax advice for John's clients. When I was able to retire from EDS after 25 years, thanks to John, I added his clients to my existing 25 year old private practice.
I was born and raised in Southern California. I moved to Dallas almost 30 years ago and now live in McKinney. I spend my free time ballroom, country, and western dancing with my husband and tap dancing, playing bridge, and mah jong with my friends. Our two cats, General and Beau are too lazy to play.
Cyndi Griffith, CPA
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2. Execution of an Investment Advisory and/or Financial Planning Engagement Letter with Pollock Advisory Group, Inc.
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