Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Advisors

David D Barnes

CFP®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit David D Barnes's website


Team

Lori L Garza

Lori L Garza

Administrative Assistant

Drake M Barnes, CFP®

Drake M Barnes, CFP®

Associate Financial Advisor

Qualifications

  • B.S., 2014, Personal Financial Planning, Texas Tech University
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