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Scarlett Long, CFP®
Vice President & Financial Advisor
936-560-9993
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Chris Oberling, CFP®
Vice President & Financial Advisor
936-560-9993
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Chelsea Pierce
Senior Client Relationship Manager
936-560-9993
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Ricky E. Brown, Jr., AAMS®
Financial Advisor
936-554-9217
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T. Ray Baker, CFP®
Financial Advisor, Founding Partner
972-502-9335
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Annie Markham
Senior Client Relationship Manager, Founding Partner
972-502-9333
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Holly Pace
Chief Compliance Officer
936-560-9993
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Chelsea Darrah
Senior Client Relationship Manager
972-502-9339
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Home
Our Locations
Plano Team
Nacogdoches Team
Tyler Team
Wichita Falls Team
Henderson Team
Baker Team
Our Process
Our Services
Our Community
Upcoming Events
Contact Us
Client Access