Central Texas Area Financial & Investment Services

Central Texas Area Financial & Investment Services

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
NOW CFO
NOW CFO
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6618 Candle Ridge Cove
Austin, TX 78731
Ashlee TerryAshlee Terry
Work Phone: (512) 657-1388(512) 657-1388
Investor Since: 2024
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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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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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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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Cat Totty Home Loans
Cat Totty Home Loans
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308 Bluestem Cove
Georgetown, TX 78633
Catherine TottyCatherine Totty
Work Phone: (512) 921-0812(512) 921-0812
Investor Since: 2023
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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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Allen + O'Rourke, PLLC
Allen + O'Rourke, PLLC
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11801 Domain Blvd., Suite 300
Austin, TX 78758
Andra AllenAndra Allen
Investor Since: 2025
New Member
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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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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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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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Legacy Oak Financial
Legacy Oak Financial
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8600 Pepper Rock Dr.
Austin, TX 78717 4831
Clint PottsClint Potts
Work Phone: (512) 201-2427(512) 201-2427
Investor Since: 2011
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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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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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Wells Fargo Bank University Oaks
Wells Fargo Bank University Oaks
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Momentum Investor
271 University Oaks Blvd.
Round Rock, TX 78664
Wells Fargo Commercial BankingWells Fargo Commercial Banking
Work Phone: (512) 238-3423(512) 238-3423
Investor Since: 2007
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