Team profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

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Areas of focus

  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies

Community participation

Philip (Weatherford Noon Lion) & Parker County Sheriff's Posse members celebrating years of support!
Philip (Weatherford Noon Lion) & Parker County Sheriff's Posse members celebrating years of support!

What makes part of our job so fun are the lasting friendships we have forged through community involvement. Not only do we get the blessing of wonderful community relationships, but we also are able to lend a helping hand to local businesses, people in need, college students, and teachers. We are thankful for the opportunity we have to serve in and around our community!

  • Weatherford Noon Lions
  • Weatherford Chamber of Commerce
  • Weatherford Young Business Leaders

Our photos

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