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We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.


Lance Lindsay

Market Area President

(469) 301-2868

Lance began his career in 1998 building and operating a successful office with Edward Jones Investments. In 2004, he created an independent wealth management office to better serve his clients as their financial needs grew.

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Gregg Gatlin

Senior Vice President

(512) 869-6500

After graduating from Baylor University in 1988, Gregg was employed by JPMorgan Chase as an equity analyst. His investment experience led him to Morgan Stanley where he worked as a financial advisor for 9 years before joining a...

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Lisa Gatlin

Director of Client Relations

(512) 869-6500

Lisa began her financial career with a large variable annuity provider following her graduation from Baylor University. Lisa followed that experience by working for a boutique institutional asset management firm offering fixed income,...

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Sandra Williams

Senior Sales Assistant

(469) 301.2867

Sandra has been an integral part of Lance Lindsay’s practice throughout most of his career. For the past 15 years she has supported Lance’s efforts to build a trusted practice in the community. Her extensive experience,...

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