Advantages of an In-Person Consultation
An in-person consultation provides you:
- Helps with maximizing your retirement savings and other financial goals.
- Face-to-face planning from a seasoned investment professional.
- A convenient time and location to meet – right at work, or location of your choice.
Meet Your Local Independent Advisors
Amicus Financial Advisors
Bison Wealth Strategies
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Andy Holt
Andy Holt has been helping individuals and business owners plan their financial futures since 2004. He guides people toward financial clarity by asking them to focus on their core values and to visualize what a meaningful retirement would encompass.
Andy believes by starting with the question “why?” there is meaning behind the numbers in a financial plan. Through this discovery process, he can tailor a comprehensive strategy to you help reach your aspirations.
A Canyon High School graduate, Andy later earned a B.A. from Texas Tech University where he was a 4-year letterman in the shot put/discus. Today, he continues his support of various athletic events for his kids and other aspiring athletes.
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1319 4th Avenue Canyon, TX 79015
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Green & Deckert LLC
Innovative Advisory Group
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Redina Franklin
Redina has an extensive background in the financial services industry, providing guidance and advice since 1997. She is a graduate of Texas Tech University where she obtained a Bachelors of Science in Financial Planning. She spent her first 11 years in the field as a retirement plan advisor specializing in employer sponsored plans serving those in the healthcare and higher education industries. She has also held positions in wealth management within the banking industry as well as with major insurance companies.
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Lubbock, TX
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Kesting Financial Services
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Jeffery Kesting
Jeffery W. Kesting is CEO and founder of Kesting Financial Services, a financial services firm. Jeffery has specialized in retirement planning for over fifteen years and in 2009, left the corporate world of financial advising and took his belief that personal relationships will always matter more than bottom lines. With that approach, Jeffery focuses on building trust and confidence with the highest level of integrity. In doing so, he provides personalized service based on individual client needs.
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401 Azalea Court Sulphur Springs, TX 75482
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MC Byrd Wealth Management
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Monte Byrd
Monte Byrd is the founder of M.C. Byrd Wealth Management, a Texas financial services firm serving families, private clients and businesses. Mr. Byrd has more than 25 years of experience in financial advisory services. He holds the Chartered Financial Consultant and Chartered Life Underwriter designations, as well as being an Accredited Investment Fiduciary.
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18 N. Harris Street Bellville, TX 77418
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Navigation Financial Group
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Scott DIckerson
Scott started delivering financial services to businesses, individuals, business owners, and key executives while he was with Morgan Stanley in 1997. Currently, and as an independent Representative of Navigation Financial Group, Scott combines his experience, integrity, and objectivity to help find sound solutions to his client’s financial needs and desires.
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720 S. Tyler Street, Ste. 102 Amarillo, TX 79101
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Camella Nodine
Carmella received a bachelor’s degree in December of 2002 from West Texas A&M University in General Business. In 2004, she joined her first financial planning firm that specializes in working with pension and ORP recipients. Being married to a public educator, she recognizes the need for understanding the pension income benefit options, as well as the need for additional savings. Carmella is dedicated to providing a personalized solution tailored to build wealth and maximize your income in retirement. She believes everyone deserves a chance at making their retirement dreams come true and will strive to make that become a reality.
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801 S. Fillmore St., Suite 530 Amarillo, TX 79101
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Steven Seymour
I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together I can help you to preserve and grow your wealth.
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801 S. Fillmore Street, Ste. 530 Amarillo, TX 79101
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Peacefield Wealth Solutions
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Eric Sawyer, CFP®
Eric Sawyer, a Certified Financial PlannerTM professional, earned his Master’s degree in Financial Planning from Texas Tech. He founded Peacefield Wealth Solutions to provide clients with a financial planning experience that filters current trends and new ideas through a fundamental approach.
Visit www.peacefieldwealth.com
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Peacefield Wealth Solutions, LLC 1500 Broadway, Suite 1120 Lubbock, TX 79401 www.peacefieldwealth.com
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