By helping investors and their families in West Texas for over twenty years, we have determined that these three attributes are essential for successful wealth management.
SIMPLICITY. CLARITY. CONFIDENCE.
If you lack confidence in your plan or your current advisor, we are here to help. We will take the time to understand what you want and provide the leadership, relationship, and creativity to work towards achieving your goals.
We help coordinate our clients’ personal financial affairs and often provide advice on closely held, family-owned business issues.
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Financial Strategy & Goals-Based Planning
Building a solid foundation using goals-based, financial planning that is on-going and accessible so we can focus together on meeting and exceeding important milestones, regardless of market conditions and performance.
The value of our planning process is to uncover financial “uncertainties” that we may not have known existed, then working immediately to remove them by providing solutions with only your best interests in mind.
David has worked in the financial services industry since 1986. After graduating from Texas Tech University with a BBA in Finance, David went to work as a Credit Analyst for Park Central Bank of Dallas. In 1991, David accepted a Financial Advisor position at Merrill Lynch in Dallas and was given the opportunity to complete the 2 year Professional Development Program.
David returned to his hometown of Lubbock, Texas in 1994 and continued to work as an advisor. In 1997, he accepted a position with City Bank of Lubbock advising clients and managing the brokerage division for the bank until early 2012.
In February of 2012, with a philosophy of "Simplicity, Clarity, and Confidence", West Texas Investments was formed.
David has a wife, Stacey, two sons Brandon and Travis, and two rescue dogs (Sheila and Huck). The family enjoys the outdoors and various sporting events.
Stephanie has worked in the financial industry since 1989. After graduating from Angelo State University with a BBA in Finance, Stephanie went to work as an insurance agent for Four Texas Insurance Services in San Angelo, Texas. In 1994, she accepted a Financial Advisor position at Primevest in Lubbock through Western National Bank.
In 1996, Stephanie took a position with City Bank of Lubbock advising clients through the brokerage division of the bank until 2012.
In February of 2012, with the philosophy of "Simplicity, Clarity, and Confidence", West Texas Investments was formed.
Stephanie has one son, Callen, and they enjoy traveling and attending sporting events. She also has two rescue cats that she enjoys.
Don't hesitate to get in touch with us. We would love the opportunity to become your trusted advisor.