Tina E. Jones

Anjum J. Malone

Office Manager

John Valadez

Client Service Specialist

Terra M. A. Timmons

Client Concierge

Tina E. Jones

Client Service Specialist

Camber Koerner

Client Service Specialist

Aaron Matheny

Financial Advisor

Austin L. Frazier

Financial Advisor

Geoffrey W. White

Financial Advisor

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Legal pages

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.
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Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.
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Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.