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.



Our advisors

Advisor photo for Neal D Vasso

Neal D Vasso

CFP®, APMA

Private Wealth Advisor

Managing Partner of Vasso & Associates
Learn more about Neal D Vasso Visit Neal D Vasso's website
Advisor photo for Doug Blankenship

Doug Blankenship

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Doug Blankenship Visit Doug Blankenship's website
Advisor photo for Andrew M Alston

Andrew M Alston

APMA

Associate Financial Advisor

Learn more about Andrew M Alston Visit Andrew M Alston's website


Our team

Grant Jordy

Grant Jordy

Office Manager

Qualifications

  • Bachelor of Business Administration in Finance, University of Texas at Tyler
  • SIE

  • Series 7

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David Mitchell

David Mitchell

Financial Planning Assistant

Qualifications

  • University of Texas at Tyler, Bachelors in Finance
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Ethan Collins

Ethan Collins

Client Service Coordinator

Qualifications

  • Bachelor of Science in Economics, University of Texas at Tyler

  • Bachelor of Business Administration, University of Texas at Tyler

  • SIE

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Alex Alston

Alex Alston

Financial Planning Analyst

Qualifications

  • Bachelor of Business Administration and Finance, University of Texas at Tyler

  • SIE

  • Series 7

  • Series 66

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Emily Crawford

Emily Crawford

Client Service Coordinator

Qualifications

  • Bachelor of Business Administration, University of New Mexico

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Rupam Ghosh

Rupam Ghosh

Administrative Assistant

Qualifications

  • Bachelor of Commerce

  • Master of Business Administration in Finance

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Austin McCoo

Financial Planning Assistant

Qualifications

  • University of Texas at Tyler

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Garrett Vasso

Intern

Qualifications

  • Texas State University
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Nick Vasso

Intern

Qualifications

  • University of Oklahoma

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Jully Nguyen

Intern

Qualifications

  • University of Texas at Tyler

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