Finance & Insurance

WealthWAVE: Chad Stazan Financial Educator and Professsional

Vaught Insurance & Financial Services

UBank

The Lakes Insurance Agency, LLC

Texas Mutual Insurance

Texas Farm Credit

Texas Bank

Ted Smith - State Farm Agent

State Farm Insurance - Nikki Evans-Wallace

State Farm Insurance - Jamie Rodrigues

Southside Bank

SISU Wealth Management LLC

Scott Bird State Farm Insurance

Ruckel Insurance & Financial Group

Roy Blake Insurance Agency

Regions Bank

Redfield, Miller & White, LLP

Principal Financial Group/Paul M. Smith, III

Pineywoods Financial

Let us do the planning so you can get back to the things in retirement that matter most.

Parkway Wealth Management - Raymond James Financial Services

Marsh McLennan Agency LLC

M & M Insurance Agency

Level Four Financial

Kenneth Rodrigues, CPA, P.C.

IACES, Inc.

Holistic Planning

Heritage Land Bank

Farmers State Bank

Farm Bureau Insurance - Steve Williams

Farm Bureau Insurance - Monni Gary

Farm Bureau Insurance - Mark Clark

Farm Bureau Insurance - Jody Brown

Erwin Wright Wealth Management Group

Edward Jones - Heather Harris, CFP®, AAMS®, Financial Advisor

Edward Jones - Gregg Nichols, CFP®, AAMS™, CEPA®, Financial Advisor

East Texas Professional Credit Union

Doches Credit Union

David W. Webb, CSA, LUTCF - Pioneer Financial Group

Communities Unlimited

Commercial Bank of Texas, N.A. - Charlotte Ashcraft

Commercial Bank of Texas, N.A.

Citizens 1st Bank

Cadence Insurance, a Gallagher Company

Cadence Bank

Buchanan Wealth Management - Daniel Reid

Buchanan Wealth Management

My Areas of Focus
* Business Services
* Education Funding & 529 Plans
* Estate Planning Strategies
* Insurance
* IRAs & IRA Rollovers
* Retirement Planning

Badders & Moore Wealth Management

Axley & Rode, LLP

Accounting & Bookkeeping, Tax Planning & Preparation, Audit & Assurance, Business Consulting

Austin Finance

Austin Bank, Texas N.A. - Nacogdoches

Amax Insurance

3M Investment No. 1, LLC