Focus Areas

  • Retirement Savings Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Business Retirement Plans
  • Wealth Strategies

Contact Me

To discuss working together, request a complimentary consultation:

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Office Information

Hours

Office Hours
WeekdayAvailability
Monday 08:00AM - 04:30PM
Tuesday 08:30AM - 04:30PM
Wednesday 08:30AM - 04:30PM
Thursday 08:30AM - 04:30PM
Friday 08:30AM - 03:30PM
Saturday Closed
Sunday Closed

Fax

(877) 577-6113

Branch Team

  • Stephanie Wood
    Sr. Branch Office Administrator
  • Brandi Wilburn
    Branch Office Administrator

Office Address

100 North Main Street
Elgin, TX 78621
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Mailing address

P O Box 910
Elgin, TX 78621

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