Strategic Wealth Advisor Team

Specialties

We specialize in financial planning with a comprehensive, ongoing approach that starts with helping you define your dreams, developing a plan to help you get there, then tracking your progress along the way, recommending changes as needed.

Our areas of Focus Include:

Financial Strategies

Saving for Education

Tax Planning Strategies

Insurance

Retirement Planning Strategies

Investments

Estate Planning Strategies

Meet the Business Owner

Tammie W Lindsay J.

Business Owner

Tammie Dunn Walker CFP®, MBA, CRPC® has over 23 years experience as a Financial Advisor.

Education: University of Texas, MBA Business Administration

Lindsay H Jones CFP®, CRPC® has over 10 years experience as a Financial Advisor.

Education:

East Central University, Bachelor of Science, Major in Business Administration

Concentration in Finance and Marketing

CFP® Certified Financial Planner™ practitioner

CRPC® Chartered Retirement Planning CounselorSM