To Preserve
Family Wealth and Business Success
Across Generations

Texas Financial Partners



You’re not alone.

Enter

Texas Financial Partners

  • A merger of seasoned independent life insurance professionals, combining our knowledge and experience, resources and relationships, foresight and insight.
  • Increasing your confidence that today’s estate, business, and philanthropic plans are complete and your family heritage is well-rooted.


You invest months in planning details and emotional issues for the surety that the right assets will go to the right people at the right time and in the right manner. You expect change but rely on continuous mindful support from your advisors—not voicemail systems from institutions.

Client Continuity Merger

  • The integration of high service standards and personal service teams to protect your plans for financial security, business success, and family harmony.
  • Leveraging information technology and analytical skills to oversee changes throughout your lifetime, reaching into your family’s future.


The stewardship of family wealth depends on continuity of values and financial strategies over generations. Texas Financial Partners’ client continuity merger is designed to help you and your heirs meet future obstacles and opportunities with continual unmatched personal service.

Meet our Principals

Move cursor over each Principal for more information.

Meet our Directors

Move cursor over each Principal for more information.

Concept and Content by Terry White, ideatransfertw@gmail.com | Images provided by Costa Christ Media LLC, costachrist.com | Website Design & Development by Champ Internet Solutions, champinternet.com

*Securities may be offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services may be offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Not all persons listed can offer Securities and Investment Advisory Services. Texas Financial Partners is a member of PartnersFinancial, a platform of NFP Insurance Services, Inc. (NFPISI), which is an affiliate of Kestra IS. Texas Financial Partners is not affiliated with Kestra IS, Kestra AS, and NFPISI.

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC (Kestra IS) and Investment Advisor Representatives of Kestra Advisory Services, LLC (Kestra AS) may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 844-5-KESTRA (844-553-7872).

© COPYRIGHT TEXAS FINANCIAL PARTNERS 2015