About Us
Providing sound financial advice for individuals and small businesses through personal service.
Jonathan began his career as a financial advisor with a privately held firm in 2001 before transitioning to an independent advisor in 2008. Jonathan earned a Bachelor's degree from Baylor University double majoring in Entrepreneurship and Financial Services & Planning. He continued his academic pursuits and satisfied the educational, examination, experience, and ethics requirements for CFP® Certification in 2006. Jonathan's area of expertise is personal and small business retirement planning.
Mason graduated from Texas A&M University with a bachelor’s degree in business management and was drawn to Financial Advising because of his love for helping people. He loves the personal side of the business, where you get to know clients very well and assist them with their financials to achieve their goals.
Outside of work, he loves to hunt, watch sports and spend time with family and friends. He has a passion to help people from anywhere, with any background make their dreams come true!
Services
Retirement Planning
College Planning
Wealth Protection
Tax Reduction Strategies
Portfolio Management
Life Insurance
Accounts
Advisory
Brokerage
Mutual Funds
Insurance