Advisor at Orgallic Wealth
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Can I retire soon? Am I on track? What happens if life throws a curveball?
These are the questions I help people answer. Because money isn’t just about numbers, it’s about living with purpose and confidence.
I became an advisor in 2012, just a few years after the 2008 financial crisis, when I saw how quickly dreams could be lost in the panic.
I bring both technical expertise (MBA, CFA, CFP®) and a global perspective, having been born in France and raised between cultures. But more important than credentials is this: my goal at Orgallic Wealth is to turn “someday” plans into clear, confident strategies. Whether that means retiring early, starting something new, or finally tackling that stack of projects in the garage, I believe money should serve your life—not the other way around.
Based on Orgallic Wealth
0.9%
7300 State Hwy 121, Ste 300
Mckinney, TX 75070
Texas
Starbucks Coffee Company
2025 - Present (1 year)
Orgallic, LLC
2025 - Present (1 year)
Fisher Investments
2023 - 2025 (2 years)
Starbucks Coffee Company
2023 - 2024 (1 year)
Avantax Investment Services, Inc.
2022 - 2023 (1 year)
Amazon
2022 - 2022 (1 year)
Walt Disney World
2019 - 2020 (1 year)
Starbucks Coffee Company
2019 - 2022 (3 years)
Euler Hermes
2018 - 2019 (1 year)
Starbucks Coffee Company
2017 - 2018 (1 year)
Self Employed
2015 - Present (11 years)
Self Employed
2014 - 2022 (8 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 63, Series 66
Frisco, TX
Cetera
Series 63, Series 65, Series 66
Frisco, TX
Two Pillars Asset Management
ChFC®
Richardson, TX
3:23 Financial Services LLC
Series 63, Series 65
Plano, TX
Gadiraju, Raju
Series 63
Addison, TX
Prudent Money Financial Services
Series 63, Series 65
Frisco, TX
Avenue Retirement Services
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