CREATING A FAMILY FINANCIAL LEGACY
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.
YOUR TEAM
Click on a team member below to read their bio
SCOTT BURFORD, CFA® | PARTNER
CHARLIE BURFORD, CFP® | PARTNER
Craig Lawrence Caudle | Partner
Corbin Lawrence Caudle | Managing Director
Holly Lansidel, CFP®
Paul Burford
Blake Feldt
FULL SPECTRUM AND COLLABORATION OF FINANCIAL RESOURCES
When appropriate, truly best outcomes are achieved by embracing the skills and resources of other relevant professionals. We are consummately engaged in the full and complete realization of your financial goals.
Should additional expertise be advantageous in the quest to pursue your wealth and lifestyle goals, we have access to the finest partners.
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