

Focus Areas
- Charitable Giving
- Divorce Finances
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Military Professionals & Veterans
- Retirement Income Strategies
Focus Areas
- Charitable Giving
- Divorce Finances
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Military Professionals & Veterans
- Retirement Income Strategies
Financial Advisor Certifications
CFP®
CERTIFIED FINANCIAL PLANNER®
Personal Interests
- Spending Time with Family
- Pickleball
- Hunting
- Vintage Cars
Team Members
Sandy SmithSr. Branch Office Administrator
JoAnn TarvestadSr. Branch Office AdministratorFPQP®
Send Me a Message
* Required fieldOffice Information
Phone
(254) 933-7680Fax
(866) 522-7786Office Address
3011 N Main St Ste CBelton, TX 76513opens in a new window
Mailing address
P O Box 65Belton, TX 76513
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