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UPDATED 11/05/2020 - Our office is open Monday through Thursday 9 am to 4 pm and Friday 9 am - 3 pm. 

For the safety of our clients and employees, we encourage all of our clients to forward your information electronically or upload via our Sharefile link from our Home page. 

For our investment clients, our team is in the office monitoring your investment accounts, and we are here for your questions or immediate needs.   

We may be reached at 281-422-3087 with any questions.  

WE'VE MOVED!

WE'VE MOVED!

Our new office location is 2707 W. Baker Road in Baytown.  You can contact us at 281-422-3087.

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Client Centered

Annie McClellan, welcome to the team! The whole company welcomes you and we look forward to a successful journey with you! Annie recently graduated cum laude with concurrent bachelors and master’s degrees in accounting from Texas Lutheran University. We are honored to have you with us!

Where do you want to go? We'll get there, together. 

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Your Process

Your Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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Shared Values

Shared Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours everyday.

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Words of Wisdom

"An investment in knowledge pays the best interest."

Benjamin Franklin

Welcome to the family

Welcome to the family

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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Our goals are your goals

Our goals are your goals

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Learn more

Where do you want your financial roadmap to take you?

Where do you want your financial roadmap to take you?

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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