Central Texas Area Finance, Insurance, and Lending

Central Texas Area Finance, Insurance, and Lending

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Happy State Bank
Happy State Bank
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559 South I-35, Suite 100
Round Rock, TX 78664
Trevor Burwick Trevor Burwick
Work Phone: 737-220-9152737-220-9152
Investor Since: 2021
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PlainsCapital Bank
PlainsCapital Bank
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Momentum Investor
400 Sundance Parkway
Round Rock, TX 78681
T. Shaun TuggleT. Shaun Tuggle
Work Phone: (512) 310-4206(512) 310-4206
Investor Since: 2003
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R Bank
R Bank
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Momentum Investor
1900 Round Rock Avenue
Round Rock, TX 78681
Todd EngemoenTodd Engemoen
Work Phone: (512) 600-8105(512) 600-8105
Investor Since: 2009
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Millennia Park
Millennia Park
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1104 S Mays Street
Suite 209
Round Rock, TX 78664
Charlie HarawayCharlie Haraway
Work Phone: 512-846-3582512-846-3582
Investor Since: 2025
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SouthState Bank
SouthState Bank
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Momentum Investor
4420 Sunrise Rd
Round Rock, TX 78665
Holly PharissHolly Phariss
Work Phone: (512) 733-7766(512) 733-7766
Investor Since: 2002
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Edward Jones Cathy Kohn
Edward Jones Cathy Kohn
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1 Chisholm Trail Rd, Suite 4100
Round Rock, TX 78681
Cathy KohnCathy Kohn
Work Phone: (512) 535-1010(512) 535-1010
Investor Since: 2025
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Allstate 7th Gen Insurance Grp
Allstate 7th Gen Insurance Grp
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351 Exchange Blvd., Ste. 305
Hutto, TX 78634
Christina ChaviraChristina Chavira
Work Phone: (512) 642-7073(512) 642-7073
Investor Since: 2026
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IBC Bank Round Rock
IBC Bank Round Rock
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1850 Gattis School Road
Round Rock, TX 78664
Cathy Bellmer-HarrisCathy Bellmer-Harris
Work Phone: (512) 320-9532(512) 320-9532
Investor Since: 2004
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State Farm Insurance Greg Meyer
State Farm Insurance Greg Meyer
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600 Round Rock West Dr., Suite 205
Round Rock, TX 78681
Greg MeyerGreg Meyer
Work Phone: (512) 255-3672(512) 255-3672
Investor Since: 2007
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SouthStar Bank
SouthStar Bank
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3025 FM 1431
Round Rock, TX 78681
Tracy TalkingtonTracy Talkington
Work Phone: 51299214575129921457
Investor Since: 2013
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HealthMarkets -Round Rock/Austin
HealthMarkets -Round Rock/Austin
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3407 Wells Branch Pkwy Ste 890
Austin, TX 78728
Edward WhitfieldEdward Whitfield
Work Phone: (512) 413-6078(512) 413-6078
Investor Since: 2023
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Frontier Bank of Texas
Frontier Bank of Texas
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7509 O’Connor Drive
Round Rock, TX 78681
Jennifer MauckJennifer Mauck
Work Phone: 51277198735127719873
Investor Since: 2017
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Prosperity Financial Group
Prosperity Financial Group
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107 Creek Hollow Drive
Hutto, Texas 78634
Aaron BusterAaron Buster
Work Phone: (512) 222-7323(512) 222-7323
Investor Since: 2025
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Allen + O'Rourke, PLLC
Allen + O'Rourke, PLLC
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11801 Domain Blvd., Suite 300
Austin, TX 78758
Andra AllenAndra Allen
Work Phone: (512) 998-4356(512) 998-4356
Investor Since: 2025
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United Heritage Credit Union
United Heritage Credit Union
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P.O Box 202020
Austin, TX 78720
Chelsea SchrimpfChelsea Schrimpf
Work Phone: (512) 435-4545(512) 435-4545
Investor Since: 2003
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Legacy Oak Financial
Legacy Oak Financial
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1620 Red Bud Lane Suite #207
Round Rock, TX 78664
Clint PottsClint Potts
Work Phone: (512) 201-2427(512) 201-2427
Investor Since: 2011
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Texas Capital Bank
Texas Capital Bank
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98 San Jacinto Blvd.
Suite 200
Austin, TX 78701
Andrew SealsAndrew Seals
Work Phone: 51277340445127734044
Investor Since: 2021
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Broadway Bank - Loan Production Office
Broadway Bank - Loan Production Office
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710 Hesters Crossing, Suite 210
Round Rock, TX 78681
Mike LancasterMike Lancaster
Investor Since: 2021
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Christopher Carey Agency (Farmers Insurance)
Christopher Carey Agency (Farmers Insurance)
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1101 Satellite Vw Unit 202
Round Rock, TX 78665
Isaac VillarrealIsaac Villarreal
Work Phone: (512) 892-1020(512) 892-1020
Investor Since: 2026
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Local GEICO Office: Round Rock
Local GEICO Office: Round Rock
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2200 E Palm Valley Blvd., Suite 120
Round Rock , TX 78665
Sameer ChandeSameer Chande
Work Phone: (737) 220-9800(737) 220-9800
Investor Since: 2024
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Frost Bank Round Rock
Frost Bank Round Rock
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Momentum Investor
2710 La Frontera Blvd.
Round Rock, TX 78681
Aaron DominguezAaron Dominguez
Work Phone: (512) 473-4396(512) 473-4396
Investor Since: 2002
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Webre Sherrill Insurance Advisors
Webre Sherrill Insurance Advisors
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109 South Harris St., Suite 100
Round Rock, TX 78664
Melissa GomezMelissa Gomez
Work Phone: (512) 255-1015(512) 255-1015
Investor Since: 2010
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A Plus Federal Credit Union
A Plus Federal Credit Union
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1000 South Mays Street
Round Rock, TX 78664
Zenda BennettZenda Bennett
Work Phone: (512) 302-6800(512) 302-6800
Investor Since: 1996
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Bill Muench Insurance Agency Inc
Bill Muench Insurance Agency Inc
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409 W Main Street, #122
Round Rock, TX 78664
Bill MuenchBill Muench
Work Phone: (512) 388-4633(512) 388-4633
Investor Since: 2006
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IronBridge Private Wealth
IronBridge Private Wealth
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6420 Bee Cave Rd Suite 201
Austin, TX 78746
Melissa FlemingMelissa Fleming
Work Phone: 512-560-9684512-560-9684
Investor Since: 2022
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Aaron Vallejo Insurance Agency, LLC
Aaron Vallejo Insurance Agency, LLC
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1402 Chisholm Trail Ste A
Round Rock , TX 78681
Aaron VallejoAaron Vallejo
Work Phone: (512) 840-0569(512) 840-0569
Investor Since: 2025
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Farmers Insurance Federal Credit Union
Farmers Insurance Federal Credit Union
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104 Sundance Pkwy
Round Rock, TX 78681
Marco BarreraMarco Barrera
Work Phone: 323-209-6135323-209-6135
Investor Since: 2022
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Watkins Insurance Group
Watkins Insurance Group
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Momentum Investor
3834 Spicewood Springs,Suite 100
Austin, TX 78759
Will PeckhamWill Peckham
Work Phone: (512) 452-8877(512) 452-8877
Investor Since: 2010
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PNC Bank on University Boulevard
PNC Bank on University Boulevard
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170 University Blvd.
Round Rock, TX 78664
PNC BankPNC Bank
Work Phone: (512) 421-6950(512) 421-6950
Investor Since: 2008
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Exacta Bookkeeping & Tax Service
Exacta Bookkeeping & Tax Service
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3001 Joe DiMaggio Blvd #1000
Round Rock, TX 78665
Victor SalazarVictor Salazar
Work Phone: (512) 733-7300(512) 733-7300
Investor Since: 2025
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Solar Systems Imports, Inc
Solar Systems Imports, Inc
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840 Rusk Road
Round Rock, TX 78665
Taajwar Joel HaamidTaajwar Joel Haamid
Work Phone: 210-825-6775210-825-6775
Investor Since: 2025
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Susser Bank
Susser Bank
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920 North Interstate Hwy 35
Round Rock, Tx 78681
Bill RomansBill Romans
Work Phone: (512) 572 6100(512) 572 6100
Investor Since: 2014
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University Federal Credit Union
University Federal Credit Union
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8303 N. Mopac
Austin, TX 78759
Rhonda SummerbellRhonda Summerbell
Work Phone: 512.467.8080512.467.8080
Investor Since: 2018
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Unbridled Wealth
Unbridled Wealth
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13201 Armaga Cove
Austin, TX 78727
Deanne BroggiDeanne Broggi
Work Phone: (512) 364-7997(512) 364-7997
Investor Since: 2026
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Chisholm Trail Financial Group
Chisholm Trail Financial Group
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Momentum Investor
109 S. Harris Street, Suite 220
Round Rock, TX 78664
Bruce BessnerBruce Bessner
Work Phone: (512) 671-7526(512) 671-7526
Investor Since: 1999
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VeraBank
VeraBank
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Momentum Investor
2300 S. I-35 Frontage Rd
Round Rock, TX 78681
Richard BermanRichard Berman
Work Phone: 51260853755126085375
Investor Since: 1997
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Austin Telco FCU
Austin Telco FCU
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11149 Research Bvld., Suite 300
Austin, TX 78759
Katrina LevenickKatrina Levenick
Work Phone: (512) 302-5555(512) 302-5555
Investor Since: 2001
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Alejandra De La Torre's State Farm
Alejandra De La Torre's State Farm
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2200 N A.W. Grimes Blvd., Ste. 900
Round Rock, TX 78665
Morgan LlewellynMorgan Llewellyn
Work Phone: (512) 244-3311(512) 244-3311
Investor Since: 2026
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TruWest Credit Union
TruWest Credit Union
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737 Louis Henna Blvd.
Suite 300
Round Rock, TX 78664
Alice LinAlice Lin
Work Phone: 512.996.4000512.996.4000
Investor Since: 2006
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Huntington National Bank
Huntington National Bank
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Momentum Investor
505 East Palm Valley Blvd, Suite 100
Round Rock, TX 78664
Mark HodgesMark Hodges
Work Phone: (512) 238-8800(512) 238-8800
Investor Since: 2003
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BankOZK
BankOZK
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2100 E. Palm Valley Blvd.
Round Rock, TX 78664
Macy Jakobs-BranisavljevicMacy Jakobs-Branisavljevic
Work Phone: 512-231-5005512-231-5005
Investor Since: 2026
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Amplify Credit Union
Amplify Credit Union
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3600 W Palmer Ln. #200
Austin, TX 78727
Rene FloresRene Flores
Work Phone: 51277195605127719560
Investor Since: 2022
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Rollo Insurance Agency Round Rock
Rollo Insurance Agency Round Rock
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600 Round Rock West Dr Suite 603
Round Rock, TX 78681
Scott HuckabayScott Huckabay
Work Phone: 512-636-5223512-636-5223
Investor Since: 2022
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PNC Bank
PNC Bank
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Momentum Investor
1703 W. 5th Street, Suite 500
Austin, TX 78703
Sharon MackenzieSharon Mackenzie
Work Phone: 512-773-3146512-773-3146
Investor Since: 1996
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First Citizens Bank
First Citizens Bank
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Momentum Investor
2050 Round Rock Ave.
Round Rock, TX 78681
JD CuartasJD Cuartas
Work Phone: (512) 514-9550(512) 514-9550
Investor Since: 2013
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Randolph Brooks Federal Credit Union
Randolph Brooks Federal Credit Union
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101 University Oaks Blvd
Round Rock, TX 78665
Jamie BlankinshipJamie Blankinship
Work Phone: 512-670-6954512-670-6954
Investor Since: 2009
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netgainCFO
netgainCFO
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Round Rock, TX 78665
Gina SenaGina Sena
Work Phone: 512.222.5159512.222.5159
Investor Since: 2025
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UFCU - Teravista Interactive Financial Center
UFCU - Teravista Interactive Financial Center
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571 University Blvd.
Round Rock, TX 78665
UFCU Highway 79 Financial Center UFCU Highway 79 Financial Center
Work Phone: (512) 467-8080(512) 467-8080
Investor Since: 2012
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Matney Wealth Management
Matney Wealth Management
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1101 Satellite View, #102
Round Rock, TX 78665
Ken MatneyKen Matney
Work Phone: 512-567-4848512-567-4848
Investor Since: 2025
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TNT Asset Management, LLC
TNT Asset Management, LLC
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Momentum Investor
105 E. Main Street
Round Rock, TX 78664
Sam BakirSam Bakir
Work Phone: (512) 255-1600(512) 255-1600
Investor Since: 2003
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Edward Jones - Financial Advisor: John Erickson
Edward Jones - Financial Advisor: John Erickson
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1516 W. Koenig Lane
Austin, TX 78756
John EricksonJohn Erickson
Work Phone: 737.384.2249737.384.2249
Investor Since: 2025
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Weaver Capital Advisors
Weaver Capital Advisors
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1601 South MoPac Expy, Suite D250
Austin, TX 78746
Jullie StrippoliJullie Strippoli
Work Phone: 512-325-3780512-325-3780
Investor Since: 2025
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Comerica Bank, a division of Fifth Third Bank, N.A.
Comerica Bank, a division of Fifth Third Bank, N.A.
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14950 Avery Ranch Blvd.
Austin, TX 78717
Tyra StarnesTyra Starnes
Work Phone: (512) 255-4104(512) 255-4104
Investor Since: 2026
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The Nitsche Group
The Nitsche Group
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893 North IH 35
Suite 120
Round Rock, TX 78664
Julie Nitsche Julie Nitsche
Work Phone: 512.244.1779512.244.1779
Investor Since: 2020
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Commercial National Bank
Commercial National Bank
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105 E. 2nd Street
Brady, TX 76825
Candace DrewsCandace Drews
Work Phone: (325) 597-2961(325) 597-2961
Investor Since: 2023
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Veterans United Home Loans
Veterans United Home Loans
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7000 N Mopac Expy Suite 200
Austin, TX 78731
Kenny AshtonKenny Ashton
Work Phone: 512-646-0800512-646-0800
Investor Since: 2025
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Citizens National Bank
Citizens National Bank
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110 S. Mays
Round Rock, TX 78664
Anna GutierrezAnna Gutierrez
Work Phone: (512) 218-5100(512) 218-5100
Investor Since: 2006
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Donna B Parker CFP
Donna B Parker CFP
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Osaic Wealth 4000 Lindo Loop
Round Rock, TX 78681
Donna B. ParkerDonna B. Parker
Investor Since: 2008
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Williamson County Farm Bureau
Williamson County Farm Bureau
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2301 N. Main St.
Taylor, TX 76574
Ramiro Dominguez, Jr. Ramiro Dominguez, Jr.
Work Phone: 512-365-5212512-365-5212
Investor Since: 2017
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First National Bank Texas
First National Bank Texas
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1750 Round Rock Ave, Suite 300
Round Rock, TX 78681
Jeff BridgesJeff Bridges
Work Phone: 51269050815126905081
Investor Since: 2023
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Eagle Harbor Financial
Eagle Harbor Financial
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1490 Rusk Rd
Suite 101
Round Rock, TX 78665
Laurence EgleLaurence Egle
Work Phone: (512) 345-3057(512) 345-3057
Investor Since: 2016
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Rick Villarreal State Farm Insurance
Rick Villarreal State Farm Insurance
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2301 Red Bud Lane, Suite 100
Round Rock, TX 78664
Rick VillarrealRick Villarreal
Work Phone: (512) 345-5252(512) 345-5252
Investor Since: 2002
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NFP Corporate Benefits
NFP Corporate Benefits
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595 Round Rock West Dr., Ste. 205
Round Rock, TX 78681
Andrea ElswickAndrea Elswick
Work Phone: (512) 671-9385(512) 671-9385
Investor Since: 1996
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First Texas Bank
First Texas Bank
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Momentum Investor
500 Round Rock Avenue
Round Rock, TX 78664
V. MaxeyV. Maxey
Work Phone: (512) 255-2501(512) 255-2501
Investor Since: 1977
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Charlie Sanchez Agency LLC
Charlie Sanchez Agency LLC
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1970 Rawhide Dr #21
Round Rock, TX 78681
Charlie SanchezCharlie Sanchez
Work Phone: (512) 251-7847 (512) 251-7847
Investor Since: 2025
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Amy Davis State Farm
Amy Davis State Farm
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3401 Royal Vista Blvd, Ste B100
Round Rock, TX 78681
Amy DavisAmy Davis
Work Phone: (512) 837-4210(512) 837-4210
Investor Since: 2023
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UFCU Highway 79 Financial Center
UFCU Highway 79 Financial Center
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120 Palm Valley Cove
Round Rock, TX 78665
Melissa HillMelissa Hill
Work Phone: (512) 467-8080(512) 467-8080
Investor Since: 2003
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Frost Bank Austin
Frost Bank Austin
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605 Canyon Ridge Dr.
Austin, TX 78753
Frost Bank Round RockFrost Bank Round Rock
Work Phone: (512) 473-4861(512) 473-4861
Investor Since: 2008
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Growth Horizons Wealth Management LLC
Growth Horizons Wealth Management LLC
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601 Quail Valley
Georgetown, TX 78626
Zachary ThomasZachary Thomas
Work Phone: (512) 316-7207(512) 316-7207
Investor Since: 2026
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Texas Pioneer Farm Mutual Insurance Association, Inc.
Texas Pioneer Farm Mutual Insurance Association, Inc.
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209 West Main Avenue
Round Rock, TX 78664
Amanda MorrisAmanda Morris
Work Phone: (512) 255-4874(512) 255-4874
Investor Since: 2002
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PolicyWatch Insurance
PolicyWatch Insurance
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108 E Main St
Round Rock, TX 78664
Rubin LoeraRubin Loera
Work Phone: (512) 685-7400(512) 685-7400
Investor Since: 2024
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TRUIST BANK
TRUIST BANK
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Momentum Investor
110 N IH 35 STE. 340
Round Rock , TX 78681
Melissa DarveauMelissa Darveau
Work Phone: 51273028735127302873
Investor Since: 2022
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Texell Credit Union
Texell Credit Union
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875 W Whitestone Blvd,
Cedar Park, TX 78613
Jonathan SwalleyJonathan Swalley
Work Phone: (254) 773-1604(254) 773-1604
Investor Since: 2023
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The Palk Insurance Agency
The Palk Insurance Agency
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1300 Gattis School Rd., Ste. 500
Round Rock, TX 78664
Tyler PalkTyler Palk
Work Phone: (512) 388-7733(512) 388-7733
Investor Since: 2026
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Broadway Bank
Broadway Bank
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Momentum Investor
710 Hester's Crossing Ste. 210
Round Rock , TX 78681
Mike LancasterMike Lancaster
Work Phone: 512-465-6576512-465-6576
512-743-6920512-743-6920
Investor Since: 2018
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Anchored Strategic Advisors
Anchored Strategic Advisors
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1000 Gattis School Rd., Ste. 230
Round Rock, TX 78664
Cole DrumCole Drum
Work Phone: 51220093445122009344
Investor Since: 2023
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Financial Integrated Solutions
Financial Integrated Solutions
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3010 E. Old Settlers Blvd.
Round Rock, TX 78665
Jessica MosmanJessica Mosman
Work Phone: (512) 886-8014(512) 886-8014
Investor Since: 2013
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Brookshire Insurance Agency
Brookshire Insurance Agency
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306 W. Main St #10
Round Rock, TX 78664
Tim KriegelTim Kriegel
Work Phone: (512) 218-0262(512) 218-0262
Investor Since: 2006
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