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Home
Meet Our Team
Solutions
Financial Planning
Investment Management
Qualified Plans
Private Investments
Articles
Contact Us
Meet Our Team
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Adviser
Client Service
Investment Management
Planning
Casey Clay Hall
Director of Financial Planning
Christian Hudspeth
Senior Financial Planner
Luke Wilson
Financial Planner
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Austin
Corporate Headquarters
6034 West Courtyard Drive
Suite 380
Austin, TX 78730
(512) 329-5174
Lake Charles
4841 Ihles Road
Lake Charles, LA 70605
(337) 433-4334