About Laura Wimpee

LAURA WIMPEE
Basic Info
  • Location:
    2435 North Central Expressway
    12th Floor
    Richardson, TX 75080

  • Years of Experience:
  • 23

LICENSES
  • Texas Department of Insurance License for Life, Health, Disability and Annuity

About Laura Wimpee
Laura began her career in the financial services profession in 1994 working mainly with public school employees enrolling them in 403b tax sheltered annuities. Her business grew very quickly and demanded a lot of her time servicing her clients. As a result, Laura left her teaching career in 1998 to continue to help other teachers and business professional by becoming a financial advisor with PaineWebber (now UBS) in Dallas, TX. Her focus was to help public school teachers and business professionals have a better retirement than she was afforded after 20 years of teaching in Texas public schools. After her contract ended with PaineWebber, Laura spent the next 8 years working with several different firms (AXA Advisors, Legacy Financial Services, and GWN Securities). In 2003, having more years of experience to work with, and establishing working relationships with many of the top investment companies in the financial industry, Laura decided it was time to go into business for herself as an independent advisor/consultant.
Laura and her husband Gerald, started their business with the goal of helping their clients achieve the American dream, as well as build their own insurance and investment firm doing business as Diversified Financial Services up until 2012. In 2012-2013, Gerald was forced to exit the family owned business due to health reasons. Shortly after that, their son, Bradley Wimpee, was brought in to fulfill his father's roll in the company and obtained the required licenses to carry on. In March 2013, Laura and Bradley decided to move their offices to Richardson, TX and change the name of the business to a limited partnership called The DFS Group, LLC. Bradley exited the company in 2015 to work for a major investment firm. He then returned back to The DFS Group, LLC in June 2017, adding additional services, including financial planning, market investments, and wealth management, to The DFS Group, LLC platform. All the while, Laura has continued to be instrumental in helping her clients better their retirement, cover their protection needs, and structure proper health care plans in an ever-changing legislative health care environment. Good client service for the long term is paramount to the DFS Group, LLC.
Laura specializes in Annuities, Life Insurance, Pensions, Health Insurance, Social Security Benefits, Disability Insurance, and Tax Planning Strategies.
Share by: