For almost two decades, our family-owned financial services company has been providing comprehensive financial planning, life insurance, health insurance, annuities, employee benefit plans, financial wellness, and other products that are designed to help our clients prepare for their financial future. Laura Wimpee and her son, Bradley Wimpee, both entered the financial services industry from outside professions. They built The DFS Group, LLC to help clients navigate through the everchanging financial obstacles that they have also experienced in previous professions.
Previously, Laura was a special education teacher for 20 years and her husband Gerald Wimpee was a real estate agent in Texas. When Laura was ready to retire, she realized that pensions and the idea of retirement was not the same as it was in her earlier years. Laura decided to enter into the financial services industry in 1998, by working as a financial advisor for a well-known financial firm. Quickly realizing that her philosophy and that of her employer were not the same, Laura envisioned building a company that catered to doing what is best for her clients and not geared to satisfying a quarterly or annual quota.
After several years, Laura and Gerald decided to go into business together by building a financial services company designed to help others effectively navigate and properly prepare for retirement. Their goal was to build a financial services company that offered a wide variety of solutions based on the client's needs, not based on a major corporations' bottom line. In May of 2012, Laura and Gerald Wimpee created Diversified Financial Services, now known as The DFS Group, LLC.
Unfortunately in 2012, major health issues started becoming a problem for Gerald. Shortly after, Gerald departed the company due to an early onset of the Alzheimer's disease. Laura took on the task of maintaining and building their company by herself.
In early 2013, after building a lucrative entertainment management company with several Grammy winning songs and albums included in his resume, Gerald and Laura's son Bradley decided to fold his management company and help Laura by entering into the family business. Laura and Bradley decided to change the name of the company to The DFS Group, LLC and expand the quality of services they provide to their clients.
In 2021, Laura and Bradley decided to expand The DFS Group, LLC into two subsidiaries, The DFS Insurance Group, and The DFS Financial Group.
The DFS Financial Group is ran by Investment Advisor Representative and Registered Representative, Bradley Wimpee. The DFS Financial Group services wealth management needs through strategic partnerships with non-affiliated Estate Planning attorneys, Certified Public Accountants, and Certified Financial Planners. Of course with The DFS Financial Group's indirect affiliation with The DFS Insurance Group, The DFS Financial Group has expanded its offerings in the fixed insurance space.
The DFS Financial Group
2425 North Central Expressway, Suite 700, Richardson, TX 75080
Main: (972) 417-2900
Copyright © 2021 The DFS Financial Group - All Rights Reserved.
Powered by GoDaddy