Broker Check

  • Main Office:  (512) 514 - 6644
  • Toll Free:  (800) 846-1273

Your Team

Our experienced professionals have helped many people just like you with similar issues and concerns, and we can help you create an approach that is custom-designed to address your individual situation.  

We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.  Please meet your team:

 

A native Texan and a Vietnam veteran who served with the U. S. Army Security Agency for four years, Jerry is now a Financial Advisor working with clients to help them create a legacy for families and small businesses...

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Deborah "Debbie" Chase

Administrative Assistant

(512) 514 - 6644

(512) 807 - 7662

Born and raised in Texas, Debbie retired from Southwestern Bell/AT&T after 37 years and has been our Administrative Assistant since 2008...

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Martin Oberli

Senior Financial Analyst

(512) 614 - 6644

(512) 807 - 7662

Martin serves as the lead manager for Financial Research and Technical Analysis where he focuses on investment strategies and portfolio management for Legacy Portfolio Advisors, LLC. He has extensive national and international...

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Expanding upon her own experiences, Valerie began studying personal finances and acquired her Texas state insurance license and certifications for tax-deferred annuities, life insurance, long term care, and Medicare ...

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After serving in the U.S. Air Force and graduating from the University of Texas with Honors in Civil Engineering, John held various positions in the oil industry before beginning his financial services career in Washington D.C. in 1983...

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