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Lubbock
4202 98th Street
Lubbock, TX 79423
806.698.1122 | Office
888.692.6428 | Fax

Advisors:
Joseph W. Tombs
Brit Inman Swanson
Matthew D. Peck
Tim Griesdorn

Lubbock
4210 85th Street
Lubbock, TX 79423
806.687.6092 | Office
888.692.6428 | Fax

Advisors:
William C. Fairchild

El Paso
7362 Remcon Circle
El Paso, TX 79932
915.328.6509 | Office
888.826.4287 | Fax

Advisors:
Jesús A. Longoria

Dallas
1717 Angel Pkwy Ste 134
Allen, TX 75002
409.232.0028 | Office
888.692.6428 | Fax

Advisors:
Matthew M. Hayes

Houston
2501 1st Street
Rosenburg, TX 77471
281.342.5342 | Office
281.342.5342 | Fax

Advisors:
Phillip Hamman, III

Fort Worth
128 Castle Pines Drive
Aledo, TX 76008
817.881.5162 | Office
806.698.8047 | Fax

Advisors:
Scott A. Cushion

Athens
565 Research Drive
Athens, GA 30605-2723
706.540.9989 | Office
866.838.7986 | Fax

Advisors:
Lindsay S. Elwood-Goetz
Joseph W. Goetz

Bountiful
573 East 1200 North
Bountiful, UT 84010
801.330.0723 | Office
888.826.4287 | Fax

Advisors:
Gregory B. Maxwell

Sandy
9075 S. 1300 E. Suite 102 B
Sandy, UT 84094
801.938.1226 | Office
888.826.4287 | Fax

Advisors:
Larry H. Peterson

Ellsworth
126 N. Douglas Ave.
Ellsworth, KS 67439
785.472.3186 | Office 
800.642.1349 | Toll Free

Advisors:
Patrick G. Hoffman

 

 

Estate Planning

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We review your current plan, ensuring it is appropriately designed and reflects your current wishes, factoring in tax reduction and business succession strategies.

Tax Planning

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Our investment philosophy seeks to minimize the toll taken by taxes as you invest for what is important to you.

Financial Planning

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We familiarize ourselves with every aspect of your financial life and then analyze and integrate this information into a financial plan.


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