ABOUT US

PM Squared Financial provides financial advisory services to businesses and families in Texas and Oklahoma.

  

With PM Squared Financial you have a process that is meaningful and a partner in your mission.  

  • PHIL STANLEY

    President, CEO

    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.

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    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.  

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    Phil is a proud husband and father and enjoys spending time with his family, friends, mountain biking, and contributing to his community.

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  • ANNA KIRBY

    Administrative 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!​

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    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.

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    Anna enjoys spending time with her husband and their menagerie of animals, crafting, and she is always eager to try something new.

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  • 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.

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    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.

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    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.

TD Ameritrade and PM Squared Financial, are separate and unaffiliated firms and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.