Get to know your partners in finding financial freedom. Our team was named to the 2023 Forbes Best-in-State Wealth Management Teams list*
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Managing Director & Wealth Management Advisor
Since 2000, John has been dedicated to helping clients identify and pursue their financial goals. He received his bachelor’s in Business Administration from West Texas A&M University and is now a Portfolio Manager and CERTIFIED...
Wealth Management Advisor
Blake loves building lasting and meaningful relationships with clients. He earned his master’s in History from West Texas A&M University and holds the Accredited Asset Management Specialist™ designation. Blake focuses on...
Director of Client Relations
With over 20 years of experience, Summer is committed to providing outstanding customer service and building meaningful relationships with clients. She is the direct contact for for all account-related...
Senior Marketing Consultant