Honoring Veterans, One Clay at a Time

Our Wealth Advisor, Timothy Lucio, joined our clients, Jeff and Clark Clement, along with their family who helped organize this event, at the 13th Annual Homes for Our Troops (HFOT) Sporting Clays Event in Fort Worth, Texas.

The Home for Our Troops organization builds and donates specially adapted custom homes nationwide for severely injured post-9/11 Veterans, helping them rebuild their lives. We’re grateful for the opportunity to stand alongside our clients in giving back to the Veterans who sacrificed so much for our freedom.

In the Community - Jeff and Clark Clement

Moments like these reinforce why community connection is at the heart of what we do.

We’re proud to have clients who lead by example in their giving, and we look forward to continuing to show up, not just as advisors, but as neighbors, for the causes and people that matter most in the communities we serve.

More posts

The 5 Estate Planning Must-Dos for Oil & Gas Families

Roth Conversion Strategy for Oil and Gas Professionals

Roth Conversion Strategy for Oil & Gas Professionals: How to Convert at the Right Time and Keep More in Retirement

Market Commentary: Halftime

Oil and gas retirees reviewing 401(k) rollover documents

401(k) Rollover to a Roth IRA: What Oil & Gas Retirees Should Check First

Fiduciary financial advisor retirement planning documents

Who Can I Trust With My Retirement Assets? A Fiduciary Financial Advisor Guide

Trump 530A Accounts: New Rules for Kids’ Long‑Term Wealth

401(k) rollover to IRA guide for oil and gas professionals with pumpjack and Houston skyline

How to Roll Over Your 401(k) to an IRA: A Guide for Oil & Gas Professionals

How to Set Up Fidelity Brokeragelink

How to Set Up Your Fidelity BrokerageLink Account: A Step-by-Step Guide for Oil & Gas 401(k) Participants