Advisory Network
Over our twenty six years of financial management, we have carefully cultivated relationships with a select group of trusted outside advisors. We believe these individuals and firms to be worthy of your patronage. These individuals are not affiliated with LPL Financial.
Attorneys
| Lawrence, Andrew | Hunton & Williams | Tax, Estate Planning, Business Succession Planning, Probate |
| Sharpe, Chuck | Sharpe & Associates, PLLC | Attorney - Tax, Estate Planning, Probate |
| Walker, R. Scott | Walker & Doepfner, P.C. | Estate Planning |
CPA's
| Holden, Ken | Holden & Parker, PC | Business and Personal Tax Returns |
| Torolopoulos, Sam | Appraisal Technology | Business Valuation and Executive Compensation Planning |
| Way, Justin | Justin E. Way, CPA | Business and Personal Tax Returns |
Insurance
| Boatman, Kelly | LTC Financial Partners | Long Term Care |
| Chumbley, Jenny | Catalyst Advisory Group | Health Insurance |
| Dial, Scott | Guardian Financial | Disability Insurance |
Other
| Caldwell, Jim | Amegy Bank | Mortgage Banker & Private Banking |
| Kiser, Janet | First Private Bank | Private Banking |
| Lair, Keith | Lair Administration Services | Trust Administration |
Realtors
| Chavoya, Jan | Ebby Halliday Realtors | Residential Real Estate Broker |
| Dillingham, Dick | Keller Williams Realtors | Residential Real Estate Broker |
| Wentz, Steve | Cushman and Wakefield | Comercial Real Estate Broker |