President, Financial Advisor

Hank earned his bachelor’s degree in business administration with a major in finance from Texas A&M University in 1999...

Client Services Specialist

Kayla has over a decade of experience in financial services when she joined the team in 2021.  With her compassion and...

Service Manager

Vicki has over 25 years of experience in the business and has served our clients diligently for over 18 years of that...

Marketing Assistant

Cheryl joined the firm in 2017 after retiring from teaching at Midway schools. Her specialty is in marketing and helps...