ABOUT US
PM Squared Financial provides financial advisory services to businesses and families.
With PM Squared Financial you have a process that is meaningful and a partner in your mission.
PHIL STANLEY
Chief Executive Officer
Phil Stanley founded the firm in response to the need his clients faced of being able to offer a variety of planning and investment solutions in one place. He has a passion for developing innovative strategies for his clients.
He is a Financial Advisor that holds his series 7, series 66 and Life/Health Insurance licenses. Phil graduated from Texas A&M University with a Bachelor's in Corporate Communications.
Phil is a proud husband and father and enjoys spending time with his family, friends, mountain biking, and contributing to his community.
MONICA STANLEY
Chief Strategy Officer
Leading brand identity and operations, Monica Stanley calls upon her creative talents to develop the firm's identity and bring its vision to life.
She is a Financial Advisor that holds her series 7, series 66, Life/Health Insurance, and P&C Insurance licenses. Monica graduated from Northwood University with a B.B.A. in Entertainment, Sports, & Promotions Management.
Monica enjoys spending time creating art, reading, hiking, and spending time with her family, friends, and pets.
ANNA KIRBY
Executive Assistant
Anna Kirby joined the firm to ensure that the key functions of the company are performed, our clients needs are being met, and to keep the boss in line - a full time job!
Anna comes to us with great experience in assisting multiple executives from small to large size companies and is excited to learn more about the world of finance.
Anna enjoys spending time with her husband and their menagerie of animals, crafting, and she is always eager to try something new.
MATT NORLIE
Financial Strategist
Matt Norlie has always been driven to make a positive impact on people's lives. He has a passion for helping his clients discover and achieve their financial goals.
He is a Financial Advisor that holds his series 7, series 66 and Life/Health Insurance licenses. He attended school at Eastfield Community College and the University of North Texas.
Matt is a very devoted father and enjoys spending quality time with his family and friends, hiking, fishing, woodworking, and being involved in his community.
LOUIS B. HARBOUR, CFP®
Retirement Benefits Strategist
Louis B. Harbour has a passion for helping clients manage their workplace retirement plans and educating employees about their benefits.
Louis is a Financial Advisor that holds the CERTIFIED FINANCIAL PLANNER™ professional designation, series 7, series 65, series 63 and Life/Health Insurance licenses. Louis graduated with a bachelor’s degree from Texas Tech University.
Louis is a proud father and enjoys spending time with his family, running, racquetball, and being involved in his local community.