Planning that holds up, for the long haul.
An independent firm in Wimberley, Texas. We answer our own phones and treat our clients like family.
One relationship for the whole picture
Investment Management
Built around your goals.
Retirement Income Planning
Savings turned into income.
Tax Planning Strategy
Coordinated with your tax pro.
Plus estate planning coordination, risk & insurance review, business succession, multi-generational wealth transfer, and charitable strategy.
Investing involves risk including possible loss of principal. This information should not be construed as tax or legal advice.
Who we work with
We're for people who want a plan they understand and a partner they can trust.
Individuals & families
Building and protecting wealth over a lifetime.
Business owners
The business and the family, coordinated.
The next generation
Planning for the people who come next.
We work for the people whose money it is.
We're an independent firm in Wimberley, Texas. We answer our own phones, we explain things until they make sense, and we treat the people we work with like family.
In financial services since 2003. Texas State University. Series 7 & 66.
Read full bioIn financial services since 1989. Texas Tech & Texas A&M. Series 7 & 66.
Read full bioLet's have a real conversation.
No pitch. We'll sit down, talk about where you are, and figure out what your money is for.