514 West Main Street,
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.
Dylan has been in the financial services industry since 2004. He holds a Registered Representative Series 7 Securities Registration and an Investment Advisor Representative Series 66 Registration. Dylan is a graduate of Baylor Universityʼs Hankamer School of Business and holds a Bachelors of Business Administration degree with an emphasis on Financial Services and Planning.
Dylan focuses on helping families and small business owners with key strategies for Retirement Planning, Estate Planning, Business Succession Planning, and College Planning. He prefers to refer to the consulting service he provides as financial coaching. When you work with Dylan, you can expect a professional relationship with someone who has compiled a substantial amount of experience.
Dylan, his wife Kristin, daughter Brooklyn and sons Brayden, Britton and Braxton reside in his hometown of Atlanta, Texas. When Dylan is not working, he can be found actively engaged in the community and coaching his children's sports teams.
Lonny’s financial focus is on individuals such as business owners and any persons that may have questions about the many strategies available to help them reach their retirement goals. He enjoys meeting people and welcomes the opportunity to discuss any financial growth needs as he looks forward to helping the community and the surrounding areas.
Lonny acquired his series 7 and series 66 registrations in 2012. He is a graduate of Stephen F. Austin State University where he earned a Bachelor’s of Science with a minor in Psychology. Prior to his career change to Finance, Lonny was employed as an Independent Contractor as a SCR technician in the industrial sector of the oil field. Lonny’s decision to leave this career was influenced by his new family and a drive to help individuals on a more personal basis.
Lonny and his family live in the small community of Huffines, Texas. His wife, Keri, is employed by Linden-Kildare CISD as the Superintendent. Lonny and Keri have two children, Maggee and Nash. In his spare time, Lonny enjoys hunting and spending time with his family.