Marketing Assistant

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

Client Services Specialist

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

President, Financial Advisor

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