About Us
Family-oriented, financial planning and investment services backed by relationships with authenticity
Our team
We’re a Lubbock, Texas-based team of advisors and client service associates with a love for guiding others to their financial goals. We have a real passion for family. We believe serving our clients makes a meaningful difference in their lives and the lives of their family.

Brock Barnes, CFP®
Chief Investment Officer
Wealth Advisor (Since 1999)

Byron Tapp
Wealth Advisor (Since 2011)
Advisory Team Leader

David Young, CFP®
Investment Committee Member
Advisory Team Member

Alex Hale

Sandy Lynch

Charlotte Young
Check the background of investment professionals associated with this site on FINRA’S BrokerCheck.
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Your life goals are our life’s work. Let’s work together and implement wealth-building strategies that focus on what’s important to you, your needs and your family.