Cody Siebert: Financial Advisor (Industry experience since 1984)

Cody was born in Chicago and raised in Texas. As a young girl, she showed signs of becoming an exceptional entrepreneur by successfully breeding, training, and selling her own horses. She has worked in the financial services industry since 1984 Her talent for financial planning was recognized by one of the oldest and largest financial firms in the country where she was awarded the position of divisional vice president. 

By practicing what she advises her clients, Cody was able to reach her family's personal retirement goals before the age of 40. She brings this deep expertise, global knowledge, and dedication to your investment planning. She applies these same principles to her day-to-day financial management work with her clients to help them achieve their retirement objectives. 

When not assisting clients with their financial planning, Cody loves animals and coaches and helps both adults and children compete in the art of dressage and horsemanship. She also competes in local and international horse shows and is a Special Olympics horse show judge.

She lives with her husband John and their horses on their farm, Dreamcatcher Farms in Richmond, Texas.

 

Working hard to customize your investment goal, Cody does not work alone for continuity. She works with a collaborative of other investment advisors and estate and tax planning professionals to further customize a strategy that is best suited for you and your family's needs employing fiduciary and client's best interest standards.

For better results our collaborative team works toward the common goal of supporting each other and our clients. Working together directly or indirectly with our operations and securities license administrator  Securities America, Inc.

Office Managers: Nancy Koslan, Patti Darby, Tammy Butler.                   Financial Advisors: Cindy Shelton, Cody Siebert, Heather Brown

 

 

We will also happily work with and collaborate with your choice of trusted CPA and Estate Attorney, with your permission, to further serve your best interests. 

 

Ron Briggs: Retired Financial Advisor - Internal Firm Consultant

Ron is a native son of the Lone Star State with decades of investment and tax planning experience. As a young boy, Ron worked with his dad in the family trucking business. During that time he learned the importance of integrity, honesty, and hard work. The mission he instilled in our firm is to serve clients in a way that respects their values and protects their way of life. Ron is currently retired and can be found enjoying life and traveling with his wife Brenda.

 

Our Values as Fiduciary Financial Advisors

Honesty: We protect your financial information.

Accessibility: We are accessible.

Advocacy: We serve your best interest.

Leadership: We are committed to excellence.

Courage: We help you manage market dynamics. 

We are a team you can trust to help you plan for lasting financial prosperity. Our experience, knowledge, and honesty are the foundation of our practice and qualities that can help you remain committed to your goals.

At our firm we follow strict confidentiality guidelines and we take pride in helping you achieve your objectives.

At times, challenges do arise in this industry, so we pay close attention to details in order to help you navigate to the solutions that are the best ones for you. We take the time to learn about your needs and your goals for the future so we can customize a plan to help you achieve them. Account operations and management can be very complicated, so we help you find the right path.