Back in the 1980s, Jeanette Alexander launched a Fort Worth-based financial planning practice specializing in retirees and soon-to-be retirees. She operated on her own until 1991, when her son, Michael Dallas, joined the company. The two worked as a team for 10 years until 2001, when Jeanette retired and Michael took over. Eventually deciding to take the advice he’d been dispensing to clients for 25 years, Michael retired in June 2016 and partnered with Bloomfield Hills Financial.
Named by Barron’s as one of the Top 100 Independent Wealth Advisors in the country for 2015, Bloomfield Hills Financial is a wealth management organization that provides dynamic investment guidance and excellent customer service to an array of clients. Headquartered in Bloomfield Hills, Michigan, the company also has offices in Livonia, Michigan; Phoenix, Arizona; San Jose, California; and now in Fort Worth.
Today, Taryn Kesterson, a Certified Wealth Strategist®, is at the helm as Senior Vice President of Bloomfield Hills Financial. Taryn brings with her more than a decade of experience when it comes to guiding clients through retirement and plans to carry on the tradition that Jeanette first started, enhancing it with the exceptional client experience and attention to detail for which Bloomfield Hills Financial is known.