Broker Check

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

Check out the backgrounds of these investment professionals on FINRA's BrokerCheck.

 

Mercedes Barker, CDFA(R)

Managing Partner

(432) 617-7788

(432) 617-7789

[email protected]

Mercedes Barker, Managing Partner, works primarily in stock and option trading, as well as developing strategies that seek to provide hedging opportunities and potential income generation.Mercedes has an extensive trading background....

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Gary Warren

Senior Financial Advisor

(432) 617-7788

(432) 617-7789

[email protected]

As an experienced financial advisor, Gary covers the full spectrum of portfolio management of wide-ranging financial securities, the most common of which are CDs, municipal, corporate, U.S. government and high yield bonds as well as...
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Mike Moore

Senior Financial Advisor

(432) 617-7788

(432) 617-7789

[email protected]

Mike Moore is a Senior Financial Advisor who has worked helping clients in the Midland and Odessa area since 1983. Mike has experience in all areas of investments, annuities and insurance, retirement income and estate investment...
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