

Focus Areas
- Charitable Giving
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Business Retirement Plans
- Retirement Income Strategies
- Wealth Strategies

Certifications
CFP®
Certified Financial Planner™AAMS™
Accredited Asset Management Specialist™
Personal Interests
- Sports Enthusiast
- Traveling
- Hiking
- Personal Fitness
- Pets
Request a Consultation
All Fields RequiredRequest a Consultation
All Fields RequiredOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Mon | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Fri | 08:00AM - 03:30PM |
Fri | 08:00AM - 03:30PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Mon | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Fri | 08:00AM - 03:30PM |
Fri | 08:00AM - 03:30PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Fax
(888) 615-8510Branch Team
- Elise Seely
- Branch Office Administrator
- Jodi Sanchez
- Branch Office Administrator
Branch Team
Office Address
300 U S Highway 281Marble Falls, TX 78654opens in a new window
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