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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

Brock Barnes, CFP®

Owner, CEO
Chief Investment Officer
Wealth Advisor (Since 1999)

Byron Tapp

Byron Tapp

Owner
Wealth Advisor (Since 2011)
Advisory Team Leader

David Young

David Young, CFP®

Wealth Advisor (Since 2020)
Investment Committee Member
Advisory Team Member

Alex Hale

Alex Hale

Client Services Manager

Sandy Lynch

Sandy Lynch

Client Services Specialist

Charlette Young

Charlotte Young

Client Services Specialist

Check the background of investment professionals associated with this site on FINRA’S BrokerCheck.

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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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