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In The News

 

CNBC top100 2015
Top 100 Wealth Management Firms, CNBC.com, June 2015

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CNBC.com, November 2014

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Forbes Magazine, August 2014

CNBC top100 2014
Top 100 Wealth Management Firms, CNBC.com, May 2014

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Financial Advisor Magazine, October 2007
Financial Advisor Magazine, October 2006

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Abilene Reporter News, July 2006

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Financial Advisor Magazine, March 2006

 

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  • Home
  • About
    • Why Choose Us
    • Meet The Team
    • Philosophy & Process
    • Our Clients
    • Strategic Alliances
  • Services
    • Cash & Debt Management
    • Investment Management
    • Retirement Planning
    • Insurance Planning
    • Tax Planning
    • Estate Planning
  • Resources
    • Newsletters
    • In The News
    • FAQ
    • Videos
    • Helpful Links
    • Calendar
  • Contact