Anne Coffman Howe

Max Stewart is a Series 65-licensed advisor at Simplicity Wealth in Tyler, Texas, with one year of industry experience. Simplicity Wealth serves a broad range of clients including individual and high-net-worth investors, retirement plans, and institutional investors, offering advisory services and a TAMP platform with a fund-of-funds investment approach that incorporates ETFs, mutual funds, and individual securities.

If you’ve spent the last 3 or 4 decades working hard, raising kids and grandkids, saving for the future, and paying your taxes on time, only to wake up now and wonder whether it’s going to be enough, you’re in the right place. At Earls Financial, we’ve made it our life’s work to help you enjoy and preserve the payoff from your life’s work. When we add a client, we’re looking for long-term relationships with folks who will really benefit from what we do. We don’t want a bad fit for you or for us. If you’re a retiree, pre-retiree, or business owner and a few of the following apply, we’ll have a good starting point: - You’re a kind person - You’re within 10 years of retirement (before or after) - Your decisions are starting to become more consequential (e.g. your assets/income are growing) and you know you need help - When thinking about financial topics, you find yourself wanting someone to “handle that for you” - You invest in yourself and/or in your business - You’re a golfer - You’re health conscious (you want more energy and vitality through lifestyle choices) - You’re a life-long learner/working on being a better human - You’re a traveler - You’re a dog person If some of these apply to you, we may be a good fit to work together. If not, you may be better served by another firm. We’re looking for people we’ll enjoy being around — there’s no need for either of us to waste time/not enjoy each other. Go to earls financial.com to learn more.

Planning, not predictions, and products. We help our clients coordinate, simplify, and manage their investment, tax, insurance, healthcare/Medicare, Social Security, and estate planning needs under one roof. After 25 years at Ameriprise, I launched my own independent RIA to provide comprehensive financial planning and wealth management services focusing on advice, not sales or products. We help our clients coordinate, simplify, and manage their investment, tax, insurance, and estate planning needs under one roof. Our typical client is someone who believes that true wealth is having control over their time so they can spend it with the people and activities they love. They prefer to delegate most of their financial matters to a team of trusted professionals who will care for their loved ones after they are gone.

Victor Williams is a financial advisor at Gibson Wealth Advisors, LLC with 26 years of industry experience. He held positions at American Express Financial Advisors Inc. / Ameriprise Financial for 14 years before joining Gibson Wealth Advisors in 2016. He holds Series 63 and Series 65 licenses and is also an insurance agent in Tyler, TX. Gibson Wealth Advisors serves individual and high-net-worth clients, focusing on those at or nearing retirement. The firm offers comprehensive financial planning, discretionary investment management, and additional services such as Medicare consulting and coordinated tax-preparation assistance, with an investment approach based on Modern Portfolio Theory and evidence-based strategies.

Joe Wylie is a financial advisor at Dean Wealth Management, LLC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Trinity Portfolio Advisors, Mass Mutual Investors Services, Gollob, Morgan & Peddy Financial Consultants, and Sunamerica Securities. In addition to his advisory work, Joe is a CPA who prepares and reviews tax returns and conducts tax research and planning. Dean Wealth Management provides investment supervisory services and financial planning primarily to individual family households, retirement and pension plans, trusts, and estates. The firm combines strategic asset allocation with tactical programs and employs a mix of discretionary and non-discretionary management approaches.

Benjamin Dean is a CFP® with 23 years of industry experience, currently affiliated with Dean Wealth Management, LLC. He has worked at Swords Wealth Management LLC since 2014. In addition to his advisory role, Dean is an independent insurance agent operating as a sole proprietor. Dean Wealth Management serves individual family households, retirement and pension plans, trusts, and estates, managing approximately $51.1 million in assets across about 102 client households. The firm employs a combination of strategic asset allocation and tactical investment programs, utilizing both discretionary and non-discretionary management approaches.