Our team specializes in meeting the needs of families and professionals who, among other things, aspire to a work-optional lifestyle and have the desire to carry on a family financial legacy.
Scott has made a career in the investment world dating back to 1976. His journey includes stops at Republic Bank, MBank Dallas, Burford Partners Futures Fund, Burford Perry & Company, Southwest/Hilltop Securities, and now Burford Brothers. With his background and Chartered Financial Analyst designation, he is well positioned among our team to assist clients with investment analysis and decisions.
Jeff is one of the nation’s recognized thought leaders in the independent wealth advisory industry. Jeff leverages more than 30 years of experience as an advisor and an executive in charge of several national wealth management firms to deliver personalized service to clients that helps meet their short, mid, and long-term financial goals. Jeff shares these insights as the author of the successful blog The Wealth Consigliere.
Annette’s multi-faceted experience in the financial services industry started with Bank One in 1991, followed by time at Southwest Securities home office in 1997 to 2013. In 2014, she joined our team at Hilltop Securities and transitioned with our team to Burford Brothers. Annette wears many hats for us but primarily focuses on cash management, developing and implementing our existing and new client process, and acting as the liaison to Charles Schwab's back office.