Experience

With over 25 years of experience in the investment industry, Laura brings deep expertise and a client-first mindset to every financial strategy she develops. A proud 1998 graduate of Texas A&M University’s Mays Business School, Laura earned her BBA in Finance before launching a career dedicated to helping individuals, families, businesses, and foundations achieve their financial goals. 

Since earning her Certified Financial Planner™ designation in 2013, Laura has completed extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits, and retirement planning. She adheres to the CFP Board’s rigorous Standards of Professional Conduct and maintains her certification through ongoing continuing education. The CFP® designation is the most recognized in the industry for personal financial planning, and Laura upholds its standards with pride.

Laura grew up in the small town of Livingston, Texas, where she developed a strong work ethic working in her family’s hardware business—an experience that continues to shape her approach to service and dedication today. While her hardware knowledge may have waned since, her work ethic certainly hasn’t. Known for her thoughtful, attentive style, she takes pride in building long-term relationships rooted in trust, transparency, and results.

Outside of work, Laura enjoys exercising, traveling, reading, and crocheting. She has been happily married to her husband, Jeff, for over 25 years and is the proud parent of a son and daughter.  She and her family attend Grace Bible Church and support multiple local charities through service and donations.

Jeremy grew up in Klein (Houston) and lived in Waco prior to moving to College Station. He first became interested in investing when his grandmother gifted him stock, some of which he still holds today!

Soon after starting college, he and his roommate would procrastinate doing their homework by researching which stocks they wanted to buy next and making late night Taco Bell runs. Now they talk more about skiing and duck hunting. A few years after graduating from college, he realized he wanted to combine his passion for investing with his desire to serve others, so he jumped into the financial advising industry.

Jeremy has been in the finance industry since 2019 and enjoys serving the team’s clients and community. Just a few months after moving to College Station, he met an Aggie architect named Sarah, and it wasn’t long before he convinced her to marry him. They are members at Grace Bible Church where they teach the 5th and 6th grade class. They love walking around downtown Bryan, experiencing local restaurants and businesses, and occasionally playing pickleball. Jeremy is a 2025 graduate of Leadership Brazos and currently an Ambassador through the BCS Chamber of Commerce. He has a B.B.A. in Accounting from Baylor University, including his Series 7, SIE, Series 66, and Life Insurance certifications. He enjoys playing tennis, attempting to golf, doing yard work, and hunting, but also air conditioning.

In her junior year in college, Angela was an intern at a financial planning company and saw how they helped people reach their financial goals, which led to her decision to stay in financial services. She has been in the industry since 2003.  Over that time Angela has built a distinguished career, demonstrating both dedication, expertise, and a genuine care for others. Her thoughtful insights and approachable nature have earned her both a loyal client base and numerous accolades. Angela has been a valued member of the team since 2008, and her presence is so essential that the team often feels at a loss when she is absent.

A proud Bryan, Texas native, Angela lives there with her husband, Doyle, and their two children. She earned her BBA in Finance from The University of Texas. Outside the office, she stays busy supporting her children’s activities—from baseball tournaments to theater productions. In quieter moments, she enjoys reading and working on puzzles.