Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Advisors

Larry Melton

CFP®, CPA, CMFC, AIF®

Financial Advisor

Vice President
Visit Larry Melton's website


Team

Tabitha S. Estes

Tabitha S. Estes

Registered Operations Leader

Qualifications

  • Series 7, 63, & 65 Securities Licenses
  • Texas Insurance License

Roles & Responsibilities

  • Client Service Specialist
  • Operations Manager
  • Marketing and Events Coordinator
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