FINANCIAL PLANNING

CUSTOMIZED PLANNING

We have designed our planning process from years of successful experience. We have positioned ourselves to understand each client’s personal and financial situation, objectives, comfort level with risk and time horizon for achieving goals. This understanding allows us to:

  • Create customized investment portfolios
  • Help minimize tax liabilities
  • Advise clients on generational planning with the assistance of our expert partners
  • Advise on tax-efficient, impactful philanthropic strategies.
  • Analyze existing risk mitigation and insurance strategies.
  • Review existing debt and liability structures to determine if better options can be utilized.
Financial Planning
 
 
DEFINING THE BIG PICTURE
No client’s financial life is one-dimensional. Using our expertise in investing, tax management, risk mitigation, and other areas, we coordinate all the elements of your financial life in order to help you reach your goals and feel confident in your future.
SEEING THE BIG PICTURE
We recognize that no client's financial life is one-dimensional. Using our expertise in investing, tax management, risk mitigation and other areas, we coordinate all the elements of your financial life in order to help you reach your goals and feel confident in your future.

COMPLIMENTARY REVIEW

CONTACT US

Client Login

ANNETTE WILSON | ASSOCIATE

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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SCOTT BURFORD, CFA® | PARTNER

Scott has made a career in the investment world dating back to 1976. His journey includes stops at Republic Bank, MBank Dallas, Burford Partners Futures Fund, Burford Perry & Company, Southwest/Hilltop Securities, and now Burford Brothers. With his background and Chartered Financial Analyst designation, he is well positioned among our team to assist clients with investment analysis and decisions.

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CHARLIE BURFORD, CFP® | PARTNER

Charlie started his career alongside Scott in 2013. While still involved with macro investment decisions, Charlie utilizes his vast knowledge to specialize in financial planning and client education. He helps keep our team committed to objective planning using our proprietary process, The 2020 Formula, which focuses on what we can control. Charlie earned his CFP® certification in 2022.

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Holly employee staff team member at burford brothers company in dallas texas

HOLLY LANSIDEL, CFP®

Holly started her career in the finance industry in 2021 at Burford Brothers, following her graduation from Southern Methodist University in 2020. She assists with client relations, processing, investment research, financial planning, as well as acting as a liaison to Charles Schwab's back office.

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craig lawrence caudle headshot partner at burford caudle family capital company

CRAIG LAWRENCE CAUDLE | PARTNER

Craig has almost 40 years of experience in trading and wealth management. As Registered Investment Advisor, he is client driven and has worked extensively with ultra-high net worth clients to address their investment and planning needs. Craig enjoys running, yoga, and he used to be decent at golf.

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corbin lawrence caudle headshot managing director at burford caudle family capital company

CORBIN LAWRENCE CAUDLE | MANAGING DIRECTOR

Corbin is a relationship specialist. He is focused on providing excellent client communication and performance reporting. His unique experience with family and human capital analytics plays an important role in creating value for our clients. Corbin enjoys playing golf, hunting and fishing.

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PAUL BURFORD

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 Feldt

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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