

Focus Areas
- Retirement Income Strategies
- Estate & Legacy Strategies
- Wealth Strategies
- Charitable Giving
- Military Professionals & Veterans
Focus Areas
- Retirement Income Strategies
- Estate & Legacy Strategies
- Wealth Strategies
- Charitable Giving
- Military Professionals & Veterans
Financial Advisor Certifications
ChFC®
Chartered Financial Consultant®AAMS®
Accredited Asset Management Specialist™
Team Members
Traci BellSr. Branch Office Administrator
Caitlin ChegwiddenBranch Office AdministratorFPQP®
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Fri | 09:00AM - 03:00PM |
| Sat | Closed |
| Sun | Closed |
Additional Hours
- Web Conferencing
Phone
(940) 365-0030Fax
(800) 242-1858Office Address
5099 Hwy 377 SAubrey, TX 76227opens in a new window
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