Southlake
Formerly the team at Clintsman Financial Planning
Southlake
1900 W Kirkwood Blvd
Suite 2500C
Southlake, TX 76092

Buckingham Strategic Wealth’s Southlake team has decades of experience helping individuals with a wide range of backgrounds meet their goals. We take pride in putting people at ease when it comes to solving complex financial issues. Our broad experience allows us to always take a holistic view of the financial planning process. Above all, the Southlake team values objectivity and independence when providing advice to our clients. We are proud to be a fee-only firm, working solely for our clients in their journey to make the best financial decisions possible.
The Southlake team has been serving the Dallas-Fort Worth metroplex and surrounding areas for over 20 years, previously as Clintsman Financial Planning before joining Buckingham Strategic Wealth in 2023. Clients come to our team for assistance in a variety of areas, including saving for retirement, reviewing investment allocations and minimizing income taxes. We specialize in creating cash flow spending plans, college funding advice and ongoing asset management, among other services. No matter which area of financial planning, the Southlake team taps into Buckingham’s vast resources to provide a highly personalized experience for each client’s unique needs.

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Your Southlake Team
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Bryan Clintsman
CFP®
Wealth Advisor
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Randall Crimmings
CFP®
Wealth Advisor
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Kyle Imhof
CFP®
Wealth Advisor
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Mandy Sessler
CFP®
Wealth Advisor
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Greg Lanier
CFP®
Associate Wealth Advisor
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Ben Jones
CFP®
Associate Wealth Advisor
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Brandon Woods
CFP®, CKA®
Associate Wealth Advisor
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Clay Jinks
CFP®
Associate Wealth Advisor
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Analiese Holmes
Associate Wealth Advisor
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Mackenzie Toth
Client Relationship Specialist
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Cheryl Ulrich
Office & Administrative Support Associate
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Jaime Ellis
Operations Specialist
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What’s it like to become a Buckingham client? Download our "Experience Is Everything" brochure to learn more.
