100 S Canyon Wood Dr
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
For more than 30 years, Melody has been focused on providing a holistic approach to personalized financial planning and wealth management services for individuals, families, and small businesses. She is particularly skilled at...
CPA/Consultant, Texas Hills Financial Accounting and Consulting Services
Julie is a consulting CFO, controller, and auditor. Her CPA consulting includes tax strategies. Over the last 30 years, Julie has developed extensive experience in multiple industries. She is particularly familiar with the healthcare...