Our Associates
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Justin Wooley
Senior Financial Advisor
"Your Success = Our Success"
Justin was born in Fort Worth and grew up in Benbrook, TX. His family started the Benbrook Par 3 golf course where he started working part time at the age of 13 and began a love of golf. This job, over time was responsible for him becoming a financial advisor. “I had some savings and didn’t want to blow it all. I worked hard for the money and wanted it to become something.” He met with his mom’s financial advisor and they came up with a plan. Being only 13, Justin opened a Roth IRA and started focusing on the investments inside of it.
Following high school, he attended and graduated from the University of Texas at Arlington and was a member of the Phi Delta Theta Fraternity. His 1st job after graduating college was in the Aerospace field working in business development and outside sales. “It was a great career for a recent graduate, but I knew that there was something else out there.” He called his advisor and went through a rigorous interview and study process. Justin got a job as a financial advisor at Edward Jones Investments and received his license on July 21st, 2008. In November of that same year he married his fiancée Allison.
Today Justin is an independent financial advisor clearing through LPL Financial. “I wanted to focus on select families and the freedom to dedicate my time toward focusing on them, not worrying about quotas”. He became an independent advisor in November of 2017.
Justin and Allison have two little boys Braxton and Camden. Two dogs; Macy and Remy and a pet bearded dragon that “Camden just had to have”. Both kids are very active in youth sports. As a family they love the outdoors; Kayaking, golfing, hunting, archery and baseball are typical weekends. They live in Mansfield TX and love their community and friends there.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.