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®
Wealth Advisor
Investment Team
Founding Partner, Owner & Chairman
Investment Team
Founding Partner, Owner & Chairman
Byron Tapp
Senior Wealth Advisor
Advisory & Investment Lead
Owner
Advisory & Investment Lead
Owner
Alex Hale
Wealth Advisor
Investment Team
Client Services Manager
Investment Team
Client Services Manager
Sandy Lynch
Client Services Specialist
Charlotte Young
Client Services Specialist
Check the background of investment professionals associated with this site on FINRA’S BrokerCheck.
Ready to meet with an advisor?
Ready to meet with an advisor?
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.
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