Our Firm

Your Comprehensive Financial Services Firm

Empowering our clients to make informed decisions

Bluecrest Financial North Texas is a comprehensive financial services firm serving clients not only in the great state of Texas, but across the country as well. We exist with the sole purpose of assisting our clients to understand their options in order to create a strong financial strategy in an ever changing world. We have confidence in our process and our company which, in turn, enables us to empower our clients to make informed decisions.

Our Process

Our Team

Chris Farmer

Financial Services Professional

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Jay Lancasater

RICP, Financial Planner

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Josh Yoder

Financial Services Professional

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Celeste Vazquez

Financial Services Professional

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Other Business Resources

Through our relationship with Bluecrest Financial Alliances, we have access to the following specialists and resources:

Ryan Hill, AIF

Agency Pension Specialist

Jason Bach

Chief Executive Officer
Leadership Team

Shey Stegall

President

The individuals above are not employees of Bluecrest Financial North Texas. These resources are employees of Bluecrest Financial Alliances.