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Without SIMPLICITY

There is no Clarity

Without CLARITY

There is no Confidence

Simplicity. Clarity.

Confidence.

Our Approach

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.

Our Services

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.

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Wealth Management

Our process focuses on building, maintaining, and protecting wealth through an investment management process that is completely aligned with your goals and objectives.

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Solutions

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.

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Multigenerational Planning & Wealth Building

Designed around families to address the needs of all generations so our clients can achieve a sound financial legacy that they can be proud of.

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Our Team

Learn more about our amazing team of professionals.

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Stephanie Stewart

Sr. Investment Executive

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Stephanie Stewart

Phone: (806) 687-5257

Toll Free: (800) 658-2005

Email: sstewart@westtexasinvestments.com

Attachment:

application/pdf iconStewart ADV Part 2B.pdf

I began my career in the financial industry in 1989.  Following my graduation from Angelo State University with a BBA in Finance, I started this journey, now nearly three decades old, as an insurance agent for Four Texas Insurance Services in San Angelo, Texas.  In 1994, I accepted a position as a Financial Advisor at Primevest in Lubbock through Western National Bank and two years later I began serving my clients at City Bank of Lubbock through the brokerage division of the bank until 2012. 

In February of 2012, armed with the philosophy of "Simplicity, Clarity, and Confidence", and a co-Founder, the late David Barber, West Texas Investments was formed and a new chapter of serving my clients best interests as an independent financial professional began. We proudly continue serving our clients with our West Texas hospitality today!

Besides my passion for serving my clients, I am passionate about my son, Callen, traveling, Texas Tech University, the community of Lubbock and various philanthropic causes.  

Bio
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Debra Hedgcoth

Wealth Advisor

CFP®, RICP®
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Debra Hedgcoth

Phone: (806) 795-7474

Toll Free: (800) 658-2005

Email: dhedgcoth@westtexasinvestments.com

Attachment:

application/pdf iconHedgcoth ADV Part 2B.pdf

I have called west Texas my home for more than 45 years.  In 1986, I graduated from Texas Tech University with a finance degree and have lived, worked, and worshiped in Lubbock since 1988.  For 25 years I worked for the IRS, gaining an extensive knowledge of tax law.  In 2012, I embarked on a career as a financial consultant with Thrivent Financial, growing in expertise and experience along the way.  My quest for knowledge inspired me to earn one of our industry’s most prestigious designations, the CERTIFIED FINANCIAL PLANNERTM in December of 2016.  Soon afterward, I decided I could best work with my clients as an independent financial advisor, not encumbered by proprietary products or processes.  As a CFP® and independent Christian advisor, I serve as a fiduciary and do what is best for my clients.  I am passionate about helping clients understand their situation and make sound decisions along their financial journey.

It is through shared interests in our community and Christian organizations that I met Stephanie Stewart. From the start, I was drawn to her and the mission of West Texas Investments: Simplicity, Clarity, and Confidence. I will be adding a unique blend of services based upon each client’s goals and values as we build, manage, and protect wealth for generations to come!

I have one son, Ryan and a daughter-in-law, Tiffany. I attend church at Hope Lutheran and enjoy spending time with my family, gardening, travel, and entertaining.

Bio
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Madison Bogle
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Madison Bogle

Phone: (575) 291-9456

Toll Free: (800) 658-2005

Email: mbogle@westtexasinvestments.com

I am in the Masters program at Texas Tech University where I am majoring in Accounting with an expected graduation date of May 2022. I started my part-time internship with West Texas Investments in January of 2019.

If you would like to schedule an appointment with Stephanie or Debbie, I am the person to call.

Bio

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: (806) 687-5257; (806) 795-7474
Fax: (806) 687-5292
Toll Free:

Email: dhedgcoth@westtexasinvestments.com

The Offices at Woodbury
7021 Kewanee Avenue, Suite 6-103, Lubbock, TX 79424

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West Texas Investments – The Offices at Woodbury, 7021 Kewanee Avenue, Suite 6-103, Lubbock, TX 79424

Securities offered through National Securities Corporation (NSC), Member FINRA/SIPC.  Advisory services provided through National Asset Management, Inc. (NAM), an SEC Registered Investment Advisor; a copy of NAM’s brochure is available on NAM’s website.  Fixed insurance products offered through National Insurance Corporation (NIC).  Accounts are held at National Financial Services (NFS), LLC, a Fidelity Investments® company. 

Investments May Lose Value.  Not FDIC Insured.

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