With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.

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Team photo

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Our advisors

Craig Hoffman

CFP®, CRPC

Private Wealth Advisor

Managing Director
Learn more about Craig Hoffman Visit Craig Hoffman's website

Chris Rowley

CFP®, CRPC

Private Wealth Advisor

Managing Director
Learn more about Chris Rowley Visit Chris Rowley's website

Dave Hoffman

CFA®, CFP®

Associate Manager

Financial Advisor
Learn more about Dave Hoffman Visit Dave Hoffman's website

Megan Arevalo

Registered Practice Associate

Learn more about Megan Arevalo Visit Megan Arevalo's website


Our team

Megan Dougherty Arevalo

Megan Dougherty Arevalo

Registered Practice Associate

Personal Intro

Bachelor of Arts, Finance, Texas State University, San Marcos, Texas

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Lyndsey Kersh

Lyndsey Kersh

Client Service Associate

Personal Intro

Bachelor of Science, Texas Tech University, Lubbock, Texas

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