About Us
Your Success Is Our Top Priority
We are a private, locally owned wealth management team serving the planning needs of families and business owners.
Our Team Has Over 50 Years of Experience Helping Our Clients Meet Their Financial Goals.
Customize your plan so you have confidence in every phase of your financial life
Build a stream of sustainable, dependable, and efficient income
Effective long-term financial planning and asset management
our services
Solutions Based
Comprehensive Financial Planning
You can depend on our team to use all of our resources and experience to bring a personalized solution tailored to your needs.
Retirement Planning
Education Planning
Risk Management
Estate Planning
Retirement Plans for Your Business
Multigenerational Planning
Wealth Preservation
Charitable Gifting
Empowering Women Investors
who we serve
Bringing Clarity and Guidance to
Help You Reach Your Goals
Our clients are a diverse group of individuals, businesses, and families. Through thoughtful conversation and teamwork, we will help you reach your aspirations.
Individuals and Families
Business Owners
Non-Profit Organizations
Retirees
Women Investors
Health Care Professionals
our team
Work with an Established Team
Our team has over 50 years of financial planning experience. Members of our team hold advanced designations and are committed to serving your best interests.
Charles D. Dodds Jr., CFP®, CLU®, ChFC®, CIMA®
President and Senior Portfolio Manager
Adrian F. Dodds, CFP®
Senior Financial Advisor and Managing Partner
Tarah R. McKenzie
Financial Planning and Operations Analyst
contact us
Let’s Talk
Please contact us to schedule your initial meeting.
5915 Silver Springs Dr., Bldg. #4
El Paso, TX 79912
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