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Belton, TX – Gunter Financial Services
Belton, TX – Gunter Financial Services
Matt Gunter
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Liberty Hill, TX – Oak Crest Advisors
Liberty Hill, TX – Oak Crest Advisors
Jason Stanley
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The Woodlands, TX – McLinden Financial
The Woodlands, TX – McLinden Financial
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Hamilton, TX – Melanie J Financial
Hamilton, TX – Melanie J Financial
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Killeen, TX – Oak Crest Advisors
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Lexington, KY – Kinnett Borough Financial Group
Lexington, KY – Kinnett Borough Financial Group
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Temple, TX – Raymond James, Donna Heatherley Martin
Temple, TX – Raymond James, Donna Heatherley Martin
Donna Mikulas Heatherley Martin
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Temple, TX – Raymond James – John R. Holmes Sr.
Temple, TX – Raymond James – John R. Holmes Sr.
John Holmes Sr.
Dee Dee Willson
Temple, TX – Raymond James – Jeffrey Coffman
Temple, TX – Raymond James – Jeffrey Coffman
Jeffrey Coffman
Montgomery, TX – Pendle Hill Advisors LLC
Montgomery, TX – Pendle Hill Advisors LLC
Kent Pendleton
St. Petersburg, FL – Maestro Financial Partners
St. Petersburg, FL – Maestro Financial Partners
Shawn Waked
Lubbock, TX – Cumbie Financial
Lubbock, TX – Cumbie Financial
Jay Cumbie
Cade Cumbie
Miranda Landin
Brenna Weems
Grand Junction, CO – Hutton and Kline Wealth Management
Grand Junction, CO – Hutton and Kline Wealth Management
David Hutton
KJ Kline
Margarita Ybarra
Helotes, TX – Dominion Wealth and Retirement
Helotes, TX – Dominion Wealth and Retirement
Robin Fenn
Eric Fenn
Chelsea Peeler
Rogers, AR - Fryer Wealth Planning
Rogers, AR - Fryer Wealth Planning
Fred S. Fryer
Melissa Koenig
Shelley Fryer
Kim Ransonette
Andrew Tunnell
Ingram, TX – Sage Investment Advice
Ingram, TX – Sage Investment Advice
Amy Bush
Wendy Mieske
Steamboat Springs, CO – Bridgewater Wealth Management
Steamboat Springs, CO – Bridgewater Wealth Management
Gene Bridgewater
Montgomery, TX - Spirit of Texas Wealth Management
Montgomery, TX - Spirit of Texas Wealth Management
Michael Castro
Annie Hook
Ash Lewis
Diana Risha
Lubbock, TX - Holtzman Wealth Strategies
Lubbock, TX - Holtzman Wealth Strategies
Zachary Holtzman
Rhonda Hodges
Maureen Dewees
Durango, CO - Silva Wealth Management
Durango, CO - Silva Wealth Management
Jason Silva
Rockwall, TX - JD Wealth Management
Rockwall, TX - JD Wealth Management
Justin Ryan Dollins
Heidi Lanier
Bozeman, MT - Oak Crest Advisors
Bozeman, MT - Oak Crest Advisors
Doug Castle
Cortez, CO - Tipton Weber Wealth Management
Cortez, CO - Tipton Weber Wealth Management
Elizabeth Tipton Weber
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Oak Crest Advisors
1905 Loop 332
Liberty Hill, TX 78642-4207
T: 512.515.9034
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Shred me, shred me not [INFOGRAPHIC]
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Which documents to keep and which to toss safely.
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