Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.


Our advisors

Advisor photo for Philip Lapp

Philip Lapp

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Philip Lapp


Our team

Amanda Hopkins

Amanda Hopkins

Financial Planning Specialist

Personal Intro

After being in the banking world for roughly 10 years, Amanda joined us to learn about a different aspect of personal finance. She enjoys helping clients with the detailed work of building personal financial plans and implementing solutions for success. Amanda is a Weatherford native, and still resides here with her Husband, Doug, and their two daughters: Kaylee and Emma.

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