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Preston Road

17304 Preston Rd,

Suite 125
Dallas, TX 75252

The Team

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

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.

Rob Aikey

Managing Director and Portfolio Manager

214-269-0240

(972) 497-2844

Rob@investsps.com

With over 24 years’ experience in the Financial Services Industry, Rob brings to Strategic Portfolio Solutions expertise in Portfolio Management, Retirement and 401k Plans in both private equity and the public markets....

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Nancy Hetrick

Senior Financial Advisor

Nancy@investsps.com

Nancy Hetrick began her financial career in 1999 when she joined Charles Schwab in their “build a broker” program during the height of the technology bubble. When the technology bubbly burst and clients needed help, Nancy...

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Kristen Hilty

Senior Financial Advisor

877-552-4017

Kristen@investsps.com

Kristen has worked in the financial services industry since 1999 when she started her financial career with Charles Schwab where she was educating Financial Advisors and clients across the country.  She became passionate about...

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Steve Jenkins

Financial Advisor

817-371-1826

steve@investsps.com

For over 18 years, Steve has put his clients first, and that’s a tradition he’s continuing at Strategic Portfolio Solutions, LLC. He knows one size doesn’t fit all, and he makes sure his clients’ plans make...

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Damon Taylor, AWMA, AAMS

Founder

In Memoriam- Damon Taylor March 3rd, 1969 - August 18th, 2020 Damon Taylor the founder of and Former President of Strategic Portfolio Solutions, passed away after his valiant and tough fight with brain cancer on August 18th, 2020. As...

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