Our advisors

Terry D Doyle

Terry D Doyle

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Terry D Doyle Visit Terry D Doyle's website
Milan Smado

Milan Smado

CFP®, MSFS, CRPC®, APMA®

Private Wealth Advisor

Learn more about Milan Smado Visit Milan Smado's website
Chad Williams

Chad Williams

CFP®, CDFA®

Private Wealth Advisor

Learn more about Chad Williams Visit Chad Williams's website
Alana Doyle

Alana Doyle

CFP®, ChSNC®

Associate Financial Advisor

Learn more about Alana Doyle Visit Alana Doyle's website
Jeffrey Zamora

Jeffrey Zamora

Associate Financial Advisor

Learn more about Jeffrey Zamora Visit Jeffrey Zamora's website
Trisha Archey

Trisha Archey

Associate Financial Advisor

Learn more about Trisha Archey Visit Trisha Archey's website

Our team

Terry King

Terry King

Operations Director,

Chief Operating Officer
Brooke Balentine

Brooke Balentine

Paraplanner

Qualifications

  • Bachelor of Science, Personal Financial Planning, Texas Tech University, Lubbock, TX
View more
Holly Ritter

Holly Ritter

Client Service Specialist

Debbie Doyle

Debbie Doyle

Office Manager

Janet Barragan

Janet Barragan

Client Service Specialist,

Executive Assistant
Edward (Dub) Gilliam

Edward (Dub) Gilliam

Operations Specialist

Candace Federick

Candace Federick

Administrative Assistant