Doyle & Associates

It’s never too early to begin thinking about leaving a legacy. We provide our clients personalized advice that’s consistent with their dreams and values — for today and tomorrow — and helps them pass on to their loved ones what’s important. It’s a personal and often complex process, but well worth the effort. With our experience in estate planning strategies and our exclusive Confident Retirement® approach, we help guide our clients through their options and learn how decisions could impact their entire financial situation.


Advisors

Terry D Doyle

Terry D Doyle

CFP®, CKA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Terry D Doyle's website
Chad Williams

Chad Williams

CFP®, CDFA®

Private Wealth Advisor

Visit Chad Williams's website
Milan Smado

Milan Smado

CFP®, MSFS, CRPC®, APMA®

Private Wealth Advisor

Visit Milan Smado's website
Trisha Archey

Trisha Archey

BFA

Associate Financial Advisor

Visit Trisha Archey's website
Jeffrey Zamora

Jeffrey Zamora

BFA

Associate Financial Advisor

Visit Jeffrey Zamora's website
Alana Doyle

Alana Doyle

CFP®, ChSNC®

Associate Financial Advisor

Visit Alana Doyle's website

Team

Brooke Balentine

Brooke Balentine

Paraplanner

Qualifications

  • Bachelor of Science, Personal Financial Planning, Texas Tech University, Lubbock, TX
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Tan Ho

Tan Ho

Paraplanner

Gavin Walker

Gavin Walker

Client Service Associate

Edward (Dub) Gilliam

Edward (Dub) Gilliam

Operations Specialist

Terry King

Terry King

Operations Director

Debbie Doyle

Debbie Doyle

Office Manager

Kylie Conner

Kylie Conner

Marketing Specialist

Janet Barragan

Janet Barragan

Client Service Specialist,

Executive Assistant