OUR MISSION is to provide the highest quality advice and solutions to our clients. Our philosophy is to seek to understand what matters most to our clients within their financial goals and objectives.
OUR PURPOSE is to help you feel more confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
BS Accounting from Arkansas State University
25+ years of Marketing experience
20+ years Financial Services Industry experience
10 years Accounting Services Industry experience
30+ years of Administrative experience
20+ years of HR experience
20+ years of Accounting experience
7+ years Client Service Experience
Current student at Texas A&M University-Corpus Christi
BBA Finance- Expected Graduation May 2026
BBA Finance from University of Texas at Tyler
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