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


Rebecca Jeffreys, CFP<sup>®</sup>, ChFC<sup>®</sup>

Rebecca Jeffreys, CFP®, ChFC®

Associate Financial Advisor


  • FINRA Series 7, 65, & 63 Licenses
  • Group 1 Texas Insurance License
  • 2011 BA in Finance from UT Austin
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Angela Girouard

Administrative Assistant