Ron is a Lone Star state native with close to three decades of investment and tax planning knowledge under his belt. As a young boy working with his dad in the family trucking business, he learned early the importance of a strong work ethic and integrity. Ron is one of the "good ole boys." Brought up on the traditional values Texans treasure; he enjoys working with down to earth people who appreciate personal attention and quality service.
"My mother took me to Church. The lessons I learned there established a lifestyle of honesty and accountability," he reflects.
"We serve our clients in a way that respects their values, and helps them protect their way of life."
Dignity, independence and family. Preserving the values and standards you believe in. With financial independence, you can appreciate and enhance the best things in life.
Carol is the one that greets you with a smile and a hello when you walk in the door. She started with the company in January of 2003. She enjoys the contact with each client, whether in person or over the phone. Carol is not a native Texan, but she got here as quickly as possible. She enjoys bird watching, music and singing.
Margaret has been with the company since 1983. She does the bookkeeping for our business clients. Margaret is a native Texan, and enjoys reading, and her grandchildren.
Dee Ann Farley
Dee Ann has worked with the company since December 1996. Dee Ann is a native Texan but she has also lived in Alaska. She loves to cook and watch the Dallas Cowboys. Dee Ann also enjoys watching her son play tennis and several instruments with his High School band.
**Securities offered through Securities America Inc., member FINRA/SIPC. Investment Advisory services offered through Securities America Advisors Inc. We currently have an individual license to offer securities in the state of TX. This is not an offer to sell securities in any other state or jurisdiction.