Focus Areas
- Entrepreneurs & Business Owners
- Wealth Strategies
- Charitable Giving
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
Certifications
CEPA®
Certified Exit Planning Advisor®
Personal Interests
- Community Outreach
- Traveling
- Aviation
- Sports Enthusiast
- Auto Racing
Team Members
- Penny MillsSr. Branch Office Administrator
- Beth FaulkenberryBranch Office Administrator
Send Me a Message
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* Required fieldOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Mon | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Wed | Closed for Holiday |
Wed | Closed for Holiday |
Thu | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Fri | 08:00AM - 03:00PM |
Fri | 08:00AM - 03:00PM |
Sat | By Appointment Only |
Sat | By Appointment Only |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Mon | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Wed | Closed for Holiday |
Wed | Closed for Holiday |
Thu | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Fri | 08:00AM - 03:00PM |
Fri | 08:00AM - 03:00PM |
Sat | By Appointment Only |
Sat | By Appointment Only |
Sun | Closed |
Sun | Closed |
Additional Hours
- Evenings
- Weekends
Additional Hours
- Evenings
- Weekends
Phone
(512) 756-7997Fax
(877) 448-7829Office Address
410 Buchanan Dr Ste BBurnet, TX 78611opens in a new window
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