Our Core Values:
Well-being – Nurturing the well-being of those we serve and work alongside to support a foundation for a joyful and healthy life.
Meaningful Relationships – Cultivating authentic connections is the core of who we are and how we serve. Through trust, understanding, and shared purpose, we provide tailored wealth management to help you achieve your goals.
Integrity – Serving our clients with an experience grounded in honesty, transparency, and continuous improvement.
Respect – Honoring individuality and embracing an environment of intentional listening and collaboration to lead to stronger outcomes.
Client-focused – Focusing on our clients’ unique goals and values, every interaction with our team results in an innovative plan of action.
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Texas Tech University, Bachelor of Agricultural Communications
Wayland Baptist University, Bachelor's of Christian Ministry
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