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

Advisor photo for Scott Finley

Scott Finley

Financial Advisor

Vice President
Visit Scott Finley's website


Team

Tabitha Estes

Tabitha Estes

Registered Operations Leader

Qualifications

  • Series 7, 63 & 65 Licensed
  • Texas Insurance Licensed

Roles & Responsibilities

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