Financial Professionals

 

Our Financial Professionals in Texas

 

Arlington

  • Bryan Keathley — (817) 226-3372

Austin

  • Oma Claunch, CFP (R) — (512) 326-2314
  • Ron Mullen, CLU, ChFC — (512) 345-1980
  • Casey Pinckard, RFC — (512) 328-7526  
  • Ronny Pinckard, RFC — (512) 328-7526
  • Mark Trice — (800) 491-4508
  • Clete Wegner — (512) 535-6980

Brownsville

  • Carlos De La Rosa, CPA — (956) 592-7504
  • Bob Richardson, CLU, ChFC, RFC — (956) 542-1775
  • Nancy Rodriguez, MBA — (956) 542-1775  

Brownwood

  • Mark Trice  — (800) 491-4508 

Conroe

  • Bob Lenertz  — (936) 890-0995 
  • Dick Maier — (936) 890-0995 

Houston

  • James Hall, II — (713) 407-1794
  • Nathan Tritico — (713) 862-8245
  • Mark Trice  — (713) 407-1794
  • Thomas Stephens  — (713)407-4304
  • Dennis Sump  — (713) 850-1600

Kerrville

  • Bryan Finley, RFC — (830) 896-4400
  • Curtis Finley — (830) 896-4400
  • Taylor Finley — (830) 896-4400

Kingwood

  • James Head — (713) 628-5464
  • Jack Roland, CPA, CFP (R) — (281) 348-9151

New Braunfels

  • Cody Rickaway — (608) 790-3359
  • Greg Gunderson, LUTCF  — (830) 620-0131
  • Scott Carleton, LUTCF — (210) 653-2342

San Antonio

  • Scott Carleton, LUTCF — (210) 653-2342
  • Lynn Richards, CLU,ChFC, MSFS, AEP — (210) 342-1112
  • Jesse Travis — (210) 236-8850

Temple

  • Mark Trice — (800) 491-4508
  • Matthew Boudreaux  — (800) 491-4508

Waco

  • Mark Trice  — (800) 491-4508
  • Matthew Boudreaux  — (800) 491-4508

Our Financial Professional in Alabama

 

Mobile 

  • James Webb — (251) 433-4726

 

Our Financial Professionals in Louisiana

 

Metaire

  • Brad Hirling — (504) 885-0525
  • Charlie Hirling, CPA — (504) 885-0525

Welsh

  • Al Daboval — (337) 734-2877

Our Financial Professional in Mississippi

 

Oxford Office  

  • Doug Atkinson — (662) 533-0924

 

Our Financial Professional in Wisconsin

 

Onalaska Office  

  • Cody Rickaway — (608) 790-3359