Our team strives to provide financial expertise focused on you and your goals. Together, we seek to provide clients access to a breadth of expertise and special focus areas and offer an ongoing dedication to exceptional service. Our team values:

  • Integrity
  • Helping Others
  • Relationships
  • Excellence
  • Leadership

Our advisors

Advisor photo for 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
Advisor photo for Milan Smado

Milan Smado

MSFS, CFP®, BFA, CRPC, APMA

Private Wealth Advisor

Learn more about Milan Smado Visit Milan Smado's website
Advisor photo for Chad Williams

Chad Williams

CFP®, CDFA®

Private Wealth Advisor

Learn more about Chad Williams Visit Chad Williams's website
Advisor photo for Alana Doyle

Alana Doyle

CFP®, BFA, ChSNC®, APMA

Associate Financial Advisor

Learn more about Alana Doyle Visit Alana Doyle's website
Advisor photo for Jeffrey Zamora

Jeffrey Zamora

BFA, APMA

Associate Financial Advisor

Learn more about Jeffrey Zamora Visit Jeffrey Zamora's website
Advisor photo for Trisha Archey

Trisha Archey

BFA

Associate Financial Advisor

Learn more about Trisha Archey Visit Trisha Archey's website


Our team

Brooke Balentine

Brooke Balentine

Paraplanner

Qualifications

  • Bachelor of Science, Personal Financial Planning, Texas Tech University, Lubbock, TX
  • BFA™
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Chad Houchin

Paraplanner

Qualifications

  • Bachelor of Business Administration, Finance, University of Texas Austin
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Gavin Walker

Gavin Walker

Client Service Associate

Brandon Vlk

Client Service Specialist

Qualifications

  • Bachelor of Science Personal Financial Planning, Texas Tech University
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Terry King

Terry King

Operations Director,

Chief Operating Officer of Doyle & Associates
Edward (Dub) Gilliam

Edward (Dub) Gilliam

Operations Specialist

Debbie Doyle

Debbie Doyle

Office Manager

Alexandra Zamora

Marketing Specialist