Truman G. Blocker, IV, CFP®, CLU

Truman is CERTIFIED FINANCIAL PLANNER® professional that began his practice in 1993.  His practice has been built around developing long-term relationships with his clients to help guide them through the different seasons of life. Truman loves working with families and business owners as they work to build a vision for the legacy they want to leave, which has led him to work with the children and even grandchildren of many of his clients. He takes a holistic approach to planning as he helps them through the phases of building, using, protecting, and transferring wealth.  

Truman grew up in the Dallas area, the 4^th of seven kids.  He went to TCU to play soccer and attend college earning a BBA in Finance and MBA in Marketing, before returning to Dallas to start his career.  Truman has been marred to his wife Caryn for 32 years and helped raise 4 wonderful children Jack 27 (Wife Georgia), Kate 25, Ellie, 22, and Annie 18 and are expecting their first grandchild soon.  He loves escaping the Texas heat to the mountains of Colorado in the summer, and when he is in Dallas, you can often find him coaching soccer.

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