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Meet your Financial Advisors: Jason Dodson and Jim Malone

With a combined 70 years of industry experience, our advisors are eager to assist clients in creating strategies towards pursuing their retirement and personal financial goals.

Meet Our Team

Preparing For Your Future

Our team of dedicated advisors is committed to strategically guiding you toward a fulfilling retirement. We utilize our expertise to work with you on developing a plan for your future.

Let's Get Started

Wealth Management Strategies

We offer a range of wealth management strategies for your personal and future funds while providing directions for managing those finances. Learn more about our affiliation with LPL Financial and how we can support your goals.

Our Partnership

Professional Financial Advice

With their extensive experience, our advisors possess the expertise needed to provide you with professional guidance, support, and advice.

We Put You First

Our team prioritizes your needs and ensures a dedicated commitment through each step or creating a thorough plan aligned with your goals.

Customized Financial Strategies

By assessing your current financial situation and building an understanding of your priorities, we can develop a personalized financial plan tailored specifically to you and your finances.

Supporting Your Retirement Goals

Supporting Your Retirement Goals

Our objective is to guide you into a comfortable retirement. By working with our skilled financial professionals, we can focus on your investments and prioritize their capability to support your life throughout retirement and beyond. Step by step, our team will bring you confidence toward a secure and prosperous future.

Managing Your Finances

Managing Your Finances

Regardless of the stage you find yourself in life, our team is committed to assisting you in effectively managing your finances during life's milestones. Whether you are planning for retirement or striving to build a personal savings, our unwavering support can navigate these moments with confidence easing the stresses of your financial future.

Your Wealth Management Team

Jason Dodson

Jason Dodson

Senior Vice President, Financial Advisor

(903) 653-4042

jason.dodson@lplfinancial.com

Jim Malone

Jim Malone

Vice President, Financial Advisor

(903) 653-4043

jim.malone@lplfinancial.com

Sherri Nolan

Sherri Nolan

Client Service Associate

(903) 653-4044

sherri.nolan@lplfinancial.com

5 Ways to Stay Confident in Retirement

This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.