I began serving clients from my Winnsboro, TX investment office in 2000. Deep relationships are the hallmark of my practice, and designing customized strategies to help clients reach their lifelong goals is a passion of mine. Our team is completed by our experienced senior branch office administrators, Debbie Cowser and Jennifer Allen.
The path to helping my clients and prospective clients reach their financial goals begins by first learning what is most important to them. Next, I carefully discern a client's comfort level with risk and return as each client is unique. Once the current financial situation and future goals are understood, a tailored strategy can be designed to help accomplish their goals. Once implemented, this strategy will be monitored to help ensure that we stay on track. Partnering together over your lifetime is what we do best.
Our investment philosophy emphasizes a quality, well-balanced portfolio, and investing for the long term. There is a difference between short-term goals and long-term goals - saving vs investing. Discerning this comes through getting to know our clients before they ever invest any of their funds.
I have been married to Nancy for 20 years and have three sons. My hobbies include spending time together with my family enjoying the outdoors, travel and church activities. I graduated from Baylor University with a BBA in business administration.
My Personal Interests
- Spending Time with Family
Office Address600 South Main
Winnsboro, TX 75494 opens in a new window
Mailing AddressP O Box 723
Winnsboro, TX 75494
Phone NumberWill Harrison at (903) 342-0117
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 03:00PM|
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More