Family Financial Legacy | Contact Us
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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

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SCOTT BURFORD, CFA® | PARTNER
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CHARLIE BURFORD, CFP® | PARTNER
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Craig Lawrence Caudle | Partner
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Corbin Lawrence Caudle | Managing Director
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Holly Lansidel
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Paul Burford
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ANNETTE WILSON | ASSOCIATE
 

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.

OUR STRATEGIC PARTNERS INCLUDE:
 
 
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Estate Planning Attorneys
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Elder Law Attorneys
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Mortgage Loan Brokers

Additional expertise as part of our process to help you pursue your wealth and lifestyle goals.

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Property and Casualty Insurance Brokers
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Retirement Plan Administrators
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Certified Public Accountants
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Residential Realtors
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Private Client Bankers
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Business Valuation Professionals
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Retirement Living Consultants

COMPLIMENTARY REVIEW

WHAT WE DO
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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 | 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.

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

HOLLY LANSIDEL

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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