Do you worry that inflation, taxes or other unforeseen factors may diminish your hard-earned assets? Using our exclusive Confident Retirement® approach, we provide personalized recommendations for asset management strategies, proper insurance coverage and solutions for long-term care costs. We also offer estate planning strategies that can help mitigate the effects of taxes and exit and succession strategies from businesses. Our practice is dedicated to helping clients feel more confident about preserving their wealth so they can be free to live life brilliantly.


Advisors

Blake Harris

Blake Harris

CFP®

Branch Manager

Associate Vice President
Visit Blake Harris's website
Michael DeGroat

Michael DeGroat

APMA®, CRPC®

Financial Advisor

Associate Vice President
Visit Michael DeGroat's website
Aubrey L Nestman

Aubrey L Nestman

CRPC®

Financial Advisor

Business Financial Advisor
Visit Aubrey L Nestman's website
Richard A Ibarra

Richard A Ibarra

CFP®, APMA®, CRPC®

Financial Advisor

Associate Vice President
Visit Richard A Ibarra's website
Joe A Scott

Joe A Scott

APMA®

Financial Advisor

Associate Vice President
Visit Joe A Scott's website
Keri Lai

Keri Lai

APMA®

Financial Advisor

Visit Keri Lai's website
Carol Harper

Carol Harper

CRPC®, RICP®

Private Wealth Advisor

Vice President
Visit Carol Harper's website
Michelle Morehead

Michelle Morehead

Financial Advisor

Visit Michelle Morehead's website
Andy Raub

Andy Raub

Financial Advisor

Managing Director
Visit Andy Raub's website
Laura Enwere

Laura Enwere

CFP®, CRPC®, APMA®

Private Wealth Advisor

Managing Director
Visit Laura Enwere's website
Heather A Smith

Heather A Smith

CFP®, APMA®, CRPC®

Financial Advisor

Visit Heather A Smith's website
Bill Steele

Bill Steele

Financial Advisor

Vice President
Visit Bill Steele's website
Christian Flory

Christian Flory

Financial Advisor

Visit Christian Flory's website
Andee Sloot

Andee Sloot

CFP®

Financial Advisor

Visit Andee Sloot's website
Aaron J Vilfordi

Aaron J Vilfordi

APMA®

Financial Advisor

Visit Aaron J Vilfordi's website
George Vilfordi

George Vilfordi

Financial Advisor

Visit George Vilfordi's website
Alex Vilfordi

Alex Vilfordi

APMA®

Financial Advisor

Visit Alex Vilfordi's website
Adam Vilfordi

Adam Vilfordi

APMA®

Financial Advisor

Visit Adam Vilfordi's website

Team

Cheryle Hale

Cheryle Hale

Registered Operations Leader,

Practice Manager

Qualifications

  • Series 7, 63 and 65 Licenses
  • Texas General Lines Insurance License
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Kim Parker

Kim Parker

Client Service Associate,

Practice Manager
Steve McWilliams

Steve McWilliams

Client Service Associate

Denise Day

Denise Day

Client Service Associate