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RECENT NEWS

What Will It Take For A Successful 2026?

As we step into a new year, the time has come yet again… it’s time to define our goals, define…

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Contrary To Commentary

By: Chris Hammond

The Apples Still Matter

I didn’t think much about the future when I was 22 and stacking apples at 4:00am in a grocery store.…

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Bowlin's Alley

By: Dr. Lyle Bowlin

Important Charitable Giving Changes Coming in 2026 — Why Planning in 2025 Matters

I want to bring your attention to several meaningful changes to charitable-giving tax rules scheduled to take effect in 2026.…

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MarketMissive

By: Keith Albritton


MEET OUR TEAM

Keith Albritton

CFP®
CIMA®
Senior Vice President

Ginny Houghton

Senior Vice President
Financial Advisor

Chris Hammond

CFA®
Senior Vice President
Portfolio Manager

Troy Garcia

CFP®
Vice President
Financial Advisor

Matthew Albritton

Financial Advisor

Dr. Lyle Bowlin

Investment Strategist

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