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Meet Our Team

How are we redefining wealth? 

At Bluecrest Financial, our dedicated and experienced team is here to help you with everything from protecting your assets to saving for the future and building your wealth. We tailor our strategies to fit your unique needs, by taking a holistic approach and focusing on redefining your experience with financial professionals through concierge service to every client.

What solutions are you seeking? 

Schedule a Meeting Today

Wherever you are on your financial journey, our team is here to provide you with the guidance and support that you need. Reach out to us today to learn more about our financial services, or to see if you're a good fit for our network of financial professionals.

Bluecrest Financial:

700 N. Grant Street, Suite 120
Odessa, TX 79761

Dallas Office:

14241 Dallas Pkwy, Suite 1200
Dallas, TX 75254

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC (www.SIPC.org). 14241 Dallas Parkway, Suite 1200, Dallas, TX 75254. 972-348-6300 Bluecrest Financial is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. Neither MML Investors Services, LLC nor any of its subsidiaries, employees or representatives are authorized to give legal or tax advice. Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters. CRN202805-8785535

Our financial services representatives combine their education in financial services with an in-depth knowledge of the ever-changing insurance industry landscape to provide you with solutions for your unique situation. All financial services representatives must pass comprehensive exams to obtain a license to sell products in your state.

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