Mary H. Durie, CFP®
Mary Durie’s goal is to cultivate long-term relationships with her clients. She brings an engaging, straightforward style to explaining complex financial matters and offering diverse options for growing and managing wealth.
Mary has extensive experience in guiding her clients through important financial decisions involving major life transitions. She specializes in working with high net worth and/or high income families; specifically, those with highly concentrated positions in a single stock.
Mary was named to Robb Report Worth magazine’s prestigious list of “The Nation’s 100 Most Exclusive Wealth Advisors”. She was named to D Magazine’s list of “The Best Financial Advisors in Dallas” most recently in 2009. She has been featured, in the book, Wealth Management Teams: The Smart Investor’s Guide to Evaluating and Selecting a Competent Team of Financial Professionals.
Mary began her career in financial planning after graduating from the University of Oklahoma in 1984, developing hundreds of financial plans for use by planners across the country. She joined Quest Capital Management in 1988 where she has since served as a Senior Financial Planner, earning her CERTIFIED FINANCIAL PLANNER™ certification in 1990.
Additionally, Mary is an Accredited Estate Planner and is licensed through the Texas Department of Insurance to serve as an agent for life and disability insurance. She is also a Registered Investment Advisor Agent with Quest and a Registered Representative with Raymond James Financial Services.
Mary has extensive experience in guiding her clients through important financial decisions involving major life transitions. She specializes in working with high net worth and/or high income families; specifically, those with highly concentrated positions in a single stock.
Mary was named to Robb Report Worth magazine’s prestigious list of “The Nation’s 100 Most Exclusive Wealth Advisors”. She was named to D Magazine’s list of “The Best Financial Advisors in Dallas” most recently in 2009. She has been featured, in the book, Wealth Management Teams: The Smart Investor’s Guide to Evaluating and Selecting a Competent Team of Financial Professionals.
Mary began her career in financial planning after graduating from the University of Oklahoma in 1984, developing hundreds of financial plans for use by planners across the country. She joined Quest Capital Management in 1988 where she has since served as a Senior Financial Planner, earning her CERTIFIED FINANCIAL PLANNER™ certification in 1990.
Additionally, Mary is an Accredited Estate Planner and is licensed through the Texas Department of Insurance to serve as an agent for life and disability insurance. She is also a Registered Investment Advisor Agent with Quest and a Registered Representative with Raymond James Financial Services.
Casey Kupper, CFP®
Associate Planner
Associate Planner
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Casey is the point of contact for asset allocation and portfolio performance concerns, questions on employee benefits and retirement plans, tax issues and strategies, trade requests and any updates to your financial plan.
Casey is a graduate from the University of North Texas, where he received a Bachelor of Science in Economics. He is a CERTIFIED FINANCIAL PLANNER™ professional, a Registered Investment Advisor Agent with Quest and a Registered Representative with Raymond James Financial Services, holding Series 7, 63, and 65 Licenses. Additionally, Casey has completed Level I in the Chartered Financial Analyst® program.
Marisa Lockhart
Staff Planner
Staff Planner
Marisa is the first point of contact for all client servicing. She handles all the appointment scheduling for the Durie team, client account changes, deposits to Raymond James accounts, withdrawals or disbursements from Raymond James accounts, and other administrative tasks. Additionally, Marisa works on production items, such as asset allocations, annual reviews and portfolio review reports. Marisa graduated from Texas Tech University with a Bachelor of Science in Personal Financial Planning and a minor in general business.