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A Brief Team History

Our team was founded nearly 20 years ago by Duane Cooper and Ritchy Scoggin right here in Austin, TX.  Today we have over 147 years of experience, 140 years of marriage, 12 children, 11 grandchildren and 6 dogs.  We manage more than 50 corporate retirement plans where we service more than 4.000 participants, and help 300 families plan for and live in retirement.  We have a Sun Devil, New Mexico State Aggie, Minuteman, Commodore and Bobcat on our team.  We have live in Austin for more than 160 combined  years and we absolutely love helping clients navigate life’s challenges and successes.
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Plan for Retirement

Through our process we aim to fully understand the totality of each unique situation and then begin to craft a plan to fit those individual challenges. Our process begins with listening and understanding our client’s needs, and building a plan hand in hand with them. These plans are always tailored to our client’s goals, and can be updated as needed due to life changes and as their needs and wants do.

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Economic Commentary

Wells Fargo Advisors expert team of market strategists and analysts conduct robust market research and offer strategies to help investors work toward their financial goals. Here you’ll find clear and timely investment advice that is easy to understand and implement.

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Why Invest With Us

Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.

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Corporate Consulting Services

We work with a myriad of companies ranging from large to small, and across many different industries. Our goal with these companies is to improve their retirement offerings and act as their advocate while navigating the intricate corporate retirement system.

Helping Clients Succeed Financially

It’s natural — and wise — to examine your financial outlook. A Financial Advisor can provide the advice and guidance you need to focus on your goals. I can help you start planning now for the future. I am backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AR, AZ, CA, CO, FL, GA, IL, IN, KS, LA, MA, MD, MI, MO, NC, NJ, NM, NV, OH, OK, PA, TN, TX, VA, WA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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