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