Bill graduated from Baylor University in 1992 with a Bachelors degree in Financial Services and Planning.  With this financial planning foundation, Bill decided to pursue his career in the financial services field to help clients plan and achieve their financial objectives. He has successfully worked with independ...

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Mat began building his financial planning career in 2016. His desire to offer clients a unique planning experience led him to join Dill Wealth Management Group in May 2022. Going against the status-quo of the industry, Mat believes an advisor ought to help their clients think wholistically; offering financial counsel i...

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Brad is a Senior Wealth Advisor with Investment Strategists at Better Banks and specializes in financial planning and investment management for individuals with special needs and their families among other concentrations. He holds the CERTIFIED FINANCIAL PLANNER™ and Chartered Special Needs Consultant&r...

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Todd W. Sivia is the founding attorney at Sivia Law. Todd maintains a significant asset protection practice. He assists his clients in their estate planning and general business needs, including drafting wills and trusts, representing clients in matters such as entity formation and structuring partnerships, LLC and Cor...

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The roads families can take are as varied as clients themselves.  Ashley Day provides a truly personalized service, helping all clients customize their estate plans with options that are right for them.  She strongly believes that her compassion, ability to listen and effectively communicate are the foundatio...

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