John C. Farris - CFS®, Partner
John C. Farris is a founding partner and has more than twenty years in both public and private business serving in a variety of management and leadership capacities. John completed the Retirement Planning Specialist Program at the Wharton School of Business at the University of Pennsylvania and earned the Retirement Planning Specialist designation. He lives in Park Cities and has served on the Public Works Advisory Council and as finance director of the BSA West Park District, the BSA Troop 82 Executive Board and as a BSA Assistant Scoutmaster for Troop 82, Dallas, Texas.
Crystal Arredondo, MBA, CDFA™, Partner
Crystal Arredondo was born and raised in Germany. She moved to Texas following her parents’ decision to retire after serving an overseas career in the Armed Forces. Seeing firsthand the difficult transition to civilian life after retirement, Crystal obtained her MBA in Finance at the University of North Texas and began her career as a financial advisor. In 2009, she completed the Retirement Planning Specialist Program at the Wharton School of Business, University of Pennsylvania. In 2018, she earned her designation as a Certified Divorce Financial Analyst® (CDFA™). As the daughter of an immigrant mother, she especially enjoys helping women and business owners make decisions that affect their financial independence. She served as the 2015-16 Chair for the National Association of Women Business Owners (NAWBO) and 2016-17 Chair for the NAWBO Institute of Entrepreneurial Development.
Raegan Arrington, CFP®, ChFC®, Partner
Raegan Arrington began her professional career with the Social Security Administration after graduating from Wheaton College near Chicago, Illinois. She spent six years becoming knowledgeable in Social Security law and received awards for public service, technical expertise, and production. Raegan made the transition to the financial industry in 2006 where, in addition to currently serving the clients of MPACT, she acts as the Director of Business Development. Raegan is a National Social Security Advisor Certificate Holder, Chartered Financial Consultant®, and a CERTIFIED FINANCIAL PLANNER™ professional. She is passionate about making the world of personal finance practical and understandable, while building meaningful relationships with clients and the community. Outside of the office you might find her serving on the Circle 58 Board at the Gatehouse in Grapevine TX, chairing events that support healthcare, especially breast cancer, like the Susan G. Komen Race for the Cure and Texas Fest with Baylor Irving Hospital. Most importantly, she is also involved in Irving Bible Church and the lives of her two children, Avery and Tony.
Vatsal Assar, CFP®, CPA, Partner
Vatsal Assar was born in Pittsburgh, PA and grew up in Temple, TX. He began his professional career at Deloitte & Touché, LLP where he spent two years in both the Assurance & Enterprise Risk Services group, as well as the Financial Advisory Services group. After that, he spent three years at Highland Capital Management, LP, a hedge fund in Dallas, TX, as a portfolio analyst in the Structured Products group. He has a Bachelor of Business Administration and Masters in Professional Accounting from the University of Texas at Austin’s McCombs School of Business. Vatsal earned his Series 7 and 66 registrations (held through Commonwealth Financial Network) and made the transition to advise clients on a more personal level in 2009. He acquired his designation as a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) in 2018 and Certified Public Accountant (CPA) in 2006.
Philip Strunk - CFP®, CPA, Partner
Philip Strunk is a native of Houston, TX. Philip earned his Bachelor of Business Administration and Masters in Professional Accounting from the University of Texas at Austin’s McCombs School of Business. He earned his designation as Certified Public Accountant (CPA) in 2004 and CERTIFIED FINANCIAL PLANNER (TM) certification in 2010. Having started his career with Deloitte & Touche, LLP in 2005, Philip spent a year and a half in Deloitte’s Audit and Assurance Services group and provided a variety of financial services for a number of Fortune 500 companies. He decided in late 2006 that his talent and passion for investments were best suited for working with smaller groups and individuals. After obtaining the required securities registrations and insurance licenses, Philip became a financial advisor. The impact was plainly visible and more fulfilling. Philip serves as the Investment Director for MPACT.
Kim Tillinghast - Principal, Partner
Kim Tillinghast began her career in the banking industry in 1985. She graduated with a degree in Finance from West Texas State University in 1990. Shortly thereafter she started her brokerage career at a traditional wirehouse in downtown Los Angeles, California in 1991. After relocating to Orange County, Kim became an independent financial advisor in May of 1993. She brings over 30 years in the banking and finance industry with experience ranging from designing, developing, employing and maintaining complex investment strategies, Pension Plans, Employee Stock Option Plans, Corporate Finance, Estate Planning and Transition. Outside of her career, she has been Co-Chair of the Dallas County Susan G. Komen Race for the Cure 2103 and 2014. With a deep love for animals, she continues to serve on multiple emergency animal response teams including Red Rover, HSUS, UAN, ASPCA and volunteers weekly at the Irving Animal Shelter. Kim also loves worldwide adventure travel and has many amazing experiences visiting almost half of the world’s countries and all seven continents, twice.
Karthik Muraliraj - CLU®, RMA®, Partner
Karthik Muraliraj was raised in Fort Worth, TX and developed an interest in investing and economics at a young age. After graduating from the University of Texas at Austin with a Bachelor of Arts in Economics with a minor in Business, he started his career as a financial professional in 2008. In 2013 he received his Retirement Management Analyst (RMA®) designation. Since moving to Dallas he has been an active member in the community, volunteering with such organizations as the Network of Indian Professionals, Dallas Autumn Ball and Reading Partners. He is an avid sports fan and also enjoys supporting his alma mater as a proud member of the Texas Exes Dallas Chapter.
Jordan Moore, Financial Advisor
We recognize that trust must be earned. Our firm believes in a holistic and comprehensive approach to planning that involves a multi-step process. Clients get to know us while we demonstrate our expertise and cultivate assurance. We always keep in mind the level of confidence required for someone to entrust us with their life savings. The gravity of this is a driving force in our commitment to deliver quality advice.
MPACT pursues the highest level of quality in all we do. As a result, we implement strategies that pay special attention to the important details in our clients’ lives. We believe true excellence is best accomplished through a team approach with the collaboration of experts. Our partners specialize in business, retirement, tax, estate and charitable planning. The experience offered by our founding members combined with the longevity of our younger partners creates assurance of a seamless engagement now and in the future.
We have a stewardship mindset as it relates to our company, community and clients. Our firm fosters this culture and takes pride in delivering it through our team of professionals and staff. This is also demonstrated in our members’ commitments to make a positive difference in the community, through a variety of passions and philanthropic efforts. Ultimately, we aim to enrich our client relationships through frequent, meaningful and forthright contact.
This communication strictly intended for individuals residing in the states of AZ, CA, CO, CT, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MS, NC, NM, NV, NY, OH, OK, OR, PA, TX, UT, VA, WA No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC or NCUA insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA & SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency or MPACT Financial & Insurance Services.