Connect with us by phone, email, or in person today

Your values, your goals, and your money should work together to achieve the life you want.

Let us help you build a plan to set you on track now and for the future. Contact us to learn more.
Craig Wingrove
Managing Director - Investments
Senior PIM Portfolio Manager

512-501-5593 office
Ann Connolly, CFP®
Managing Director – Investments
Senior PIM Portfolio Manager

512-501-5596 office
Aaron Connolly
Financial Advisor

512-501-5605 office
Shannon Simar, MBA
Senior Client Associate - Registered

512-501-5614 office
Tina Nevarez
Senior Client Associate

512-501-5611 office

Introducing others to our team

If someone is important to you, then they are important to us.

We recognize the importance of having a trusted guide who can provide sound financial advice when you need it. As a client, you are in a unique position to introduce others to our team, so that they too might benefit from our services. If you have a friend or family member who has questions or needs assistance, we are happy to meet with them to answer their questions and determine if there is a mutual fit for an advisory relationship.