Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Ted Ahearn
Director of Client Services
James K. Wallace
Wealth Management Advisor
I am passionate about helping people who care about others, and value planning. My guiding values for relationships with clients are truth, healthy growth, and action. By taking time to understand you and your family's vision for the future, my team and I will work with you to craft a practical actionable plan to provide for those you love and help make your goals reality.
William R Hayes
CFP®, CLU®, ChFC®, RICP®
Founder and Advisor
Will primarily works with Small Business Owners on their Personal and Business Financial Planning. Will moved to Texas from Americus, Georgia in 2010 and started his practice in Bryan/College Station and completed his CFP® in 2017. His wife, Allison, graduated from Texas A&M and worked in the Finance Department at Texas A&M's Mays Business School. They have two girls: Caroline and Anna Kate.