Meet the Team

At our firm, we have the client—and only the client—in mind.

Knowledge. Experience. Integrity.

The advisors at Anchor Private Planning have one goal in mind, to be your most trusted advisor. With over 50 years of collective experience in the financial industry, you can rest assured that you have the absolute best minds working on your behalf. Come aboard, and get Anchored.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Brandi Holmes, CFP

Wealth Advisor

214-223-6022

Brandi@anchorplanning.com

If you were to have asked Brandi Holmes, CFP® why she became a financial advisor 17 years ago, her response would have been, "I wanted to make such an impact on a person, that it could change their lives." Looking back, she admits...

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Eric Copeland, CFP®

Private Wealth Advisor

817-630-0196

eric@anchorplanning.com

Not long ago, my travels in Ireland brought me some special insights. As I stood in the doorway of a fifteenth-century castle, I thought about times past. And since I am a financial planner, I thought about financial planning as it...

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Wallace Carlson

Private Wealth Advisor

972-896-9261

Wallace@anchorplanning.com

Wallace is a Wealth Manager working closely with a select clientele to assist them through the challenging, and sometimes confusing, world of financial markets. Wallace previously worked with Fidelity Investments assisting clients with...

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Janene Warren, CFP®

Private Wealth Advisor

208-803-2803

janene@anchorplanning.com

“Experience is what you get when you didn't get what you wanted. And experience is often the most valuable thing you have to offer.” ― Randy Pausch, The Last Lecture Janene Warren, CFP® is a seasoned and experienced...

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Shannon DeLoach

Client Relations Manager

shannon@anchorplanning.com

Shannon has worked in the financial services world for over 25 years. She attended Baylor University where she received a degree in Financial Planning and Real Estate. She and her husband Elliot have been blessed with two wonderful...
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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.