The Lubbock, TX office serves over 300 families including, attorneys, doctors, small business owners, and a variety of other professionals. Our advisors at the Lubbock location offer a comprehensive line of services including: financial planning, investment management, insurance (life, disability, long-term care, & annuities), and tax planning/preparation.
This location is the central location for our firm. Once a month, our firm meets at this location for a full day meeting where advisors from all locations get together to share ideas and stay up to date on planning strategies, market changes, and tax laws.
Bachelor of Business Administration Accounting, Texas Tech University
West Texas WealthCare Advisors, Inc.
Professional designations, licenses and exams:
Certified Public Accountant
Certified Financial Planner™ practitioner
Series 7 General Securities Representative Exam
Series 66 Uniform Combined State Law Exam
Texas Department of Insurance – General Lines
1ST Global Capital Corp
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