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Caprock Advisory Network

A curated network of specialized professionals and firms providing institutional-grade expertise across legal, tax, M&A, and financial planning services.

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Meet Our Advisory Network

Jacob Zwaagstra

Jacob Zwaagstra

Advisory Network

Site Development

Randy Wise

Randy Wise

Advisory Network

1031 Exchange

Taylor Manning & Guy Charles

Taylor Manning & Guy Charles

Advisory Network

1031 Exchange | DST Exchange

Chad Rutherford

Chad Rutherford

Advisory Network

Residential Mortgage Broker

Justin Goertz

Justin Goertz

Advisory Network

Tax Strategy

Mary Ann Moon

Mary Ann Moon

Advisory Network

Economic Development | Municipal Incentives

Dan White

Dan White

Advisory Network

Commercial Banking

DJ Jones

DJ Jones

Advisory Network

Commercial Banking

Jacob Wilson

Jacob Wilson

Advisory Network

Financial Advisory

Jake Estes

Jake Estes

Advisory Network

Estate Planning

Mike Davidson

Mike Davidson

Advisory Network

Financial Advisory

Dugan Kelley

Dugan Kelley

Advisory Network

RE Legal | Fund Management

Mike Rubin Jr.

Mike Rubin Jr.

Advisory Network

Mergers and Aquisitions Advisory

Why Our Advisory Network?

  • ✓Specialized expertise in their respective fields
  • ✓Coordinated approach to complex transactions
  • ✓Institutional-grade service without institutional overhead
  • ✓Trusted relationships built on results and integrity
Caprock advisory network briefing materials on a desk: Legal, Tax, M&A, Syndication, Estate Planning, and 1031 Exchanges

Connect with Our Network

Leverage our integrated network of specialists to support your commercial real estate objectives.

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An integrated ecosystem for real estate and land strategy. Aligning advisory, incentives, capital, development, and ownership under one coordinated approach.

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Contact Us

208 E Louisiana St #104, McKinney TX 75069
306 W Main St, Gunter TX 75058
120 E Marshall St, Van Alstyne TX 75495

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