Our team specializes in meeting the needs of families and professionals who, among other things, aspire to a work-optional lifestyle and have the desire to carry on a family financial legacy.
Click on a team member below to read their bio
Annette's bio
Annette’s multi-faceted experience in the financial services industry started with Bank One in 1991, followed by time at Southwest Securities home office in 1997 to 2013. In 2014, she joined our team at Hilltop Securities and transitioned with our team to Burford Brothers. Annette wears many hats for us but primarily focuses on cash management, developing and implementing our existing and new client process, and acting as the liaison to Charles Schwab's back office.
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Paul's bio
Paul started his financial career with Merrill Lynch in 1985. A few years later, he joined Burford Partners Futures Fund and then went on to work at Fidelity Investments as a senior trader. In 2018 Paul came back home to Burford Brothers as a research analyst
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Blake's bio
After playing football at Texas Tech, Blake began an extensive and highly esteemed career in coaching high school and college football including stops at Odessa Permian high school, the University of Texas, SMU, and Appalachian State. After his coaching career, he joined Midland ISD as the Executive Director of Athletics in 2018 to 2023 where he retired from and has since joined our team as a Director of Client Relations.
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Financial planning is what we do
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