Our Qualifications
John H. Towers, QFP, CSA
John H. Towers has been involved in the financial service industry since 1970. John received the designation of Certified Financial Planner (CFP®) from the College of Financial Planning in Denver, Colorado in 1984, and replaced it with his Qualified Financial Planner (QFP) designation in 2002. He graduated with a bachelor`s degree in business from the University of Texas School of Business.
Dedicating his career to furnishing a full range of services and products, John meets the needs of high net worth individuals, successful professionals, business owners, and retirees. He focuses on tax advantaged wealth accumulation and preservation strategies. In addition he concentrates on investment analysis, investment management, Retirement Distribution Planning, as well as Estate Planning.
Extensive background and knowledge in the financial, estate and retirement planning fields allow John to provide outstanding service to his clients. John`s mission is to structure and actively manage his client`s portfolios to achieve above average returns with below average risks in the most tax-advantaged manner possible.
Expertise, along with his personal commitment, dedication, and integrity have earned John the respect and admiration of his clients and associates. His authority in the investment and financial service arena allows John to conduct seminars on financial planning and is a frequent writer of articles for industry related publications.
Presently, John is a Qualified Financial Planner and Registered Representative with VSR Financial Services, Incorporated. He is married and resides with his wife, Kristie, in Plano, Texas. He has two sons - Josh, who is a software/program developer in Dallas, and Nathan who obtained his finance degree in May 2002 and joined his father in the business. Nathan has his CFP® designation, Series 7 and 66 registrations, as well as insurance licences. John enjoys swimming, water skiing, scuba diving and soccer.
M F "Mickey" Long II, CFP®, CSA
M F "Mickey" Long II graduated from the University of Texas at Austin in 1973 with a B.A. degree in Economics. He received the designation of Certified Financial Planner (CFP®) from the College of Financial Planning in Denver, Colorado, and also holds the designation of Certified Senior Advisor (CSA). He has been involved in the financial service industry since graduation and for more than 20 years he has been providing independent financial services to his clients.
Mickey is one of the co-founders of Personal Wealth Advisors, a boutique independent financial planning firm in Plano. He has earned his insurance licenses for both life and variable contracts. Mickey is a Registered Representative of VSR Financial Services, Inc., a member of FINRA and the SIPC, the registered broker-dealer that he holds both of his securities registrations with.
Mickey's business is based upon providing extensive focus to the financial, estate and retirement planning fields. He focuses on developing long-term relationships with clients by determining their individual values and developing a strategy to accomplish what is important to them. These relationships are based upon the principles of Trust, Integrity, and Service.
Mickey and his wife, Lisa, have four children and have lived in the Plano area for more than 17 years. He enjoys golf, skiing, swimming and other outdoor activities.
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