Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Craig Hoffman

CFP®

Private Wealth Advisor

Managing Director
Learn more about Craig Hoffman Visit Craig Hoffman's website

Chris Rowley

CFP®, CRPC

Private Wealth Advisor

Managing Director
Learn more about Chris Rowley Visit Chris Rowley's website

Dave Hoffman

CFA®, CFP®

Financial Advisor

Learn more about Dave Hoffman Visit Dave Hoffman's website


Our team

Megan Dougherty Arevalo

Megan Dougherty Arevalo

Registered Practice Associate

Personal Intro

Bachelor of Arts, Finance, Texas State University, San Marcos, Texas

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Lyndsey Kersh

Lyndsey Kersh

Client Service Associate

Personal Intro

Bachelor of Science, Texas Tech University, Lubbock, Texas

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