Our ensemble arrangement includes the Arlington office of Coble-Cravens, the El Paso office of Joyce Watts Retirement Concepts and the Lubbock office of Dennis Wall and Associates. Within this professional association resides the investment, policy and operations committees of our ensemble, comprised of professionals with literally hundreds of years of experience in all areas of financial services.
Tom Maikowski (since 1984) and Jeff Brown (since 2006) lead the investment committee where we shred and dissect, research and create investment strategies that meet the unique income and growth objectives of our clients.
Finally we incorporate the research of Cetera Research (a subsidiary of Cetera Financial Group) into our own locally grown research. We subscribe to many investment resources, visit many investment firms annually and regularly attend investment workshops but the final decisions are designed right here in our Texas offices.
We have numerous relationships with banking, lending, trust, legal, accounting, tax and insurance professionals, many of whom office within our building, to assist our firm and association in planning, accounting, protecting and settling your estate.