Team

Since our inception in October 2002, our primary goal has been to help people make informed financial decisions. We do this by bringing together some of the best minds in the industry. Our experience and money management discipline comes from many years of institutional experience working with banks in central and south Texas. Through our affiliation with LPL Financial, the #1 independent broker dealer in the country*, our office is supported by a large operating staff and a team of talented professionals. We also have strategic relations with a select group of world class investment firms. Together, we can help you implement a smarter, simpler and more personal approach for your investments and wealth management.

LPL FINANCIAL

LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients’ wealth. A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best help their clients attain their financial goals and fulfill their dreams.

With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as:

• Enabling technology
• Comprehensive clearing and compliance services
• Practice management programs and training
• Independent research

Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients’ financial needs. They do so by using the firm’s tools and resources that help them discover their clients’ priorities, dreams, and passions; analyze and develop financial plans that support every stage of their clients’ lives; and make product recommendations that put clients on the path to pursuing their goals.

For more information about LPL Financial, visit www.lpl.com.

* As reported in Financial Planning magazine 1996-2015, based on total revenues.