Fritz Mowery
President & Chief Investment Officer
Fritz has been working with affluent families in the investment and estate planning industry for twenty-four years. His high client service standards and consistently superior results have produced a devoted group of affluent families as clients. Fritz is a much sought after motivational, business and Christian speaker and the author of many investment and estate planning articles. Fritz co-authored a book on wealth strategies and estate planning titled “21st Century Wealth”, with Robert Esperti and Renno Peterson of the Esperti Peterson Institute. Fritz is a graduate of Texas Tech University, where he majored in finance, marketing and economics. During college he joined the United States Marine Corps and went through Officer’s Candidate School in Quantico VA. He received his Honorable Discharge in 1977.
Fritz now lives in McKinney, Texas with his wife Christi and has three grown children Matthew, Rachel and Michael.