Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63, Series 66
Experience Industry experience
32 years
Location
Navasota, TX 77868
Edward Jones
Institution
Loy Coffey is a CFP® professional with over 32 years of experience in financial advising. He has been with Edward Jones since 1993. Outside of his advisory role, he owns and maintains an office rental property in Navasota, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large national network of advisors and branches.
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Navasota, TX E Washington Ave
1315 E Washington Ave
Navasota TX 77868
Advisors at this office
2
Texas
32 years of industry experience
Edward D. Jones & CO., L.P.
1993 - Present • 33 years
Navasota, TX
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Washington, TX
Dornick Wealth Management
Jonathan Lusk is a financial advisor at Dornick Wealth Management with 13 years of industry experience. He holds a Series 66 designation and has been associated with Dornick Wealth Management since 2025. In addition to his advisory role, he is President and Co-Founder of BirdDog Adventures, Inc., an unrelated business activity. Dornick Wealth Management serves primarily high-net-worth individuals and charitable organizations, combining discretionary investment management with comprehensive financial planning. The firm uses a blend of passive and active strategies based on asset allocation and modern portfolio theory, focusing on long-term investment horizons.
Series 65
College Station, TX
Paragon Financial Advisors
Ryan Briggs is a financial advisor with Paragon Financial Advisors in College Station, TX. He holds a Series 65 designation and has three years of industry experience, including prior roles at RFG Advisory, LLC dba GFG Wealth Advisors. Outside of his advisory work, he serves as a tournament specialist for Titleist at charity golf events. Paragon Financial Advisors serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, financial planning, and retirement plan advisory services. The firm focuses on strategic asset allocation and long-term, diversified portfolios with ongoing monitoring and rebalancing.
Series 65, Series 66
College Station, TX
Paragon Financial Advisors
Kristopher Hicks is a financial advisor at Paragon Financial Advisors with 10 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Dimensional Fund Advisors, First Eagle Investment Management, and Janus Henderson Investors. Paragon Financial Advisors serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, financial planning, and retirement plan advisory services. The firm focuses on strategic asset allocation and long-term diversified portfolios using a variety of investment vehicles and provides ongoing monitoring, rebalancing, and fiduciary services under ERISA/IRC rules.
CFP®, Series 63
College Station, TX
Paragon Financial Advisors
Caleb Russell is a CFP® professional with 11 years of experience in the financial industry. He currently serves as an advisor at Paragon Financial Advisors and previously worked for Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company for 10 years. Outside of his advisory role, Caleb is a partner and co-content creator of the Rising Tide Podcast and serves as secretary on the board of the Harvey Little League Baseball nonprofit in Bryan, Texas. Paragon Financial Advisors provides portfolio management, financial planning, and retirement plan advisory services to individual, high-net-worth, and institutional clients. The firm emphasizes strategic asset allocation and long-term diversified portfolios using various investment vehicles and offers fiduciary services for retirement accounts under ERISA/IRC rules.
CFP®, Series 63, Series 65
College Station, TX
Paragon Financial Advisors
Stephen Mcgee is a CFP® professional with 11 years of experience at Paragon Financial Advisors in College Station, TX. He has worked at Paragon since 2016. Outside of his advisory role, Mcgee serves as a color commentator for Texas A&M football on KBTX Sports and Tex Ags. Paragon Financial Advisors serves individual, high-net-worth, and institutional clients, offering discretionary portfolio management, financial planning, and retirement plan advisory services. The firm emphasizes strategic asset allocation and long-term, diversified portfolios across various investment vehicles.
CFP®
College Station, TX
Paragon Financial Advisors
David Hailey is a CFP® professional with 18 years of experience and has been with Paragon Financial Advisors since 2007. He serves as president of both Hailey Bar W Ranch, Inc. and the Wall Foundation, Inc., which are involved in agricultural and ranching operations. Paragon Financial Advisors serves individual and high-net-worth clients, as well as institutional clients, providing portfolio management, financial planning, and retirement advisory services. The firm focuses on strategic asset allocation and long-term, diversified portfolios using a range of investment vehicles, with a process that includes systematic rebalancing and fiduciary oversight.
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