A STRONG TEAM WITH AN ENDURING MISSION
While the work we do is complex, what motivates us to do it is very simple: We want to help people. That desire is the foundation of our practice and the spirit that drives our team every day.
We’re not in this business for the thrill of chasing a stock or beating a trend, and we’re certainly not in it to push a product or serve some corporate interest. We’re in this business for the privilege of helping businesses take off, seeing families prosper from one generation to the next, and giving back to the community that has been so good to us.
We believe our experience, spirit of service, specialized planning, and commitment to giving back set us apart in the industry. We hope you’ll agree.
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Our Team Is Firmly Committed To:
- Prioritizing our clients’ interests above our own
- Approaching our responsibilities with the utmost integrity
- Striving for long-term relationships, over short-term profits
- Collaborating with colleagues and partners to provide sound planning strategies
- Remaining transparent in our operations
- Investing in the community that has supported us
- Exercising independence in our recommendations
- Maintaining a team that spans generations, so our client relationships will, too.
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We believe experience really is the best teacher. Our financial advisors have more than 80 years of combined industry experience and designations such as Accredited Investment Fiduciary®, Certified Estate Planner™, and Certified Financial PlannerTM professional. Likewise, our client service team has decades of experience.
Unlike single-focus firms, our team is intentionally intergenerational, with staff aged from their 20s through their 60s. This allows us to truly relate to the needs and concerns that come with different stages of life and financial planning.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial PlannerTM, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
CEP® and Certified Estate PlannerTM are trademarks of the NICEP and may only be used by those who are good standing with the NICEP.
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We believe that the biggest thing any person can do is give back. It’s one of the principles our practice was founded on, and it’s what drives our team to give as big as we think – both professionally and personally. From board seats to volunteer efforts, our team members are committed to donating time, effort, and resources to local charities, community and educational projects, and scholarships, including:
- Midland Children’s Rehabilitation Center
- Bynum School
- The University of Notre Dame Monogram Club
- Education Foundation of Odessa
- Arts Council of Midland
- Big Brothers Big Sisters Permian Basin
- Texas Angus Association
- Midland Firemen’s Relief & Retirement Fund
Raymond James is not affiliated with any organizations mentioned.
