Financial planning, insurance and retirement strategy for families and business owners who are building generational wealth. Based in Amarillo, working with clients across the country. Twenty years of partnership, and one conversation to begin.
Amarillo is the office, not the boundary. Distance is rarely the obstacle people expect it to be, and the first conversation costs nothing wherever you are sitting.
We handle the financial plan. They bring the depth on applications, school selection and aid. See how college planning works here.
Chris and Grant have worked together for more than twenty years, and what has kept them aligned all that time is simple: their faith and their relationship with the Lord. That shared foundation shapes how they lead their families, run their business, and guide the people who trust them with their financial futures.
Both were raised to believe money is a tool, not a goal, and they have spent their careers — and their lives at home — teaching that same lesson to their own children: hard work pays off, and what you build is meant to outlast you.
That is why generational wealth means so much to them. But ask the people who know them best and the numbers were never really the point. These are men who love their families more than themselves, and everything they have built has been in service of that love.
That legacy is not just a lesson they have taught. It is one they are living out. Chris’s son Spencer and Grant’s son Blane now work alongside them, and Blane’s wife Brittany has joined the team too. What started as a partnership between two men has grown into something they get to build with their own children, day in and day out. Generational wealth, quite literally, in action.
And that same sense of family does not stop with who is on the team. It extends to who they serve. When Chris and Grant take on a client, that client is not a name on a file. They become part of the family too — cared for with the same heart, honesty and commitment that has carried this partnership for more than twenty years.
Meet the teamBring the questions. We’ll help you build a plan your children inherit, rather than a problem they solve.
