Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

Our Team

Dallas

M. Tyler Ozanne, CFP®, CPFA

President & Financial Advisor

214-891-8131

214-891-8585

tozanne@ozannefinancialservices.com

A Certified Financial Planner® professional with 15 years of industry experience, Tyler Ozanne heads the team at Ozanne Financial Services, which was founded by his grandfather in 1950. Truly a family business...

Read more

J. Holman Moores, CFP®

Associate & Registered Assistant

214-891-8131

214-891-8585

hmoores@ozannefinancialservices.com

J. Holman Moores joined the Ozanne Financial team in 2014, and has quickly grown into an Associate as he’s established his ability to effectively service clients and provide integral support to senior team members. A...

Read more

Wealth Services Alliance®
Client Service Team

214-891-8131

214-891-8585

Our client service team is ready to help with any questions or requests you may have.

Read more

Wichita Falls