Broker Check

Meet Floyd

At our firm, we have the client—and only the client—in mind.

Helping others has always been a big part of my life. As the oldest of nine children growing up on the family farm in Hallettsville, Texas, I had many chores, so I took to being responsible at an early age.

After high school, I enrolled in Prairie View A&M College and earned a Bachelor of Science degree in Animal Science in 1971. While attending Prairie View, I was a member of the Future Farmers of America and the Alpha Tau Alpha honor society. After graduating from college, I was the first Black person hired by Elanco Products Company, a division of Eli Lilly, in their Agricultural Chemical Sales Division. I developed a territory in the Abilene, Texas, area that sold millions of dollars of Treflan, a popular weedkiller.

My wife, Marilyn, and I have been married for more than 50 years. We have three children and two grandchildren.

In 1983, I decided to become self-employed as a financial advisor. This career has been very rewarding because I get to help people make smart money decisions.

One of the most important things I do is helping my clients determine when it’s best for them to take social security, implementing strategies for lifetime income and helping them simplify Medicare. We share these strategies through our non-profit organization.


At our firm, we have the client—and only the client—in mind.

I enjoy helping people, and in a presentation on YouTube, I talk about “What the Bible Says about Finances.” To watch that presentation, click here.

In addition to my work, I have also served in a variety of civic, community and ministerial positions: minister of the North 10th& Treadaway Church of Christ, president of the Board of Hospice of the Big Country, president of the board of the Taylor County Extension Council, member of the Mental Health Association Board, president and board member of the Abilene Black Chamber of Commerce, member of the Christian Service Center Board, and elder at the Baker Heights Church of Christ. I also served 10 years on the Planning & Zoning Commission for the City of Abilene.  

Currently, I’m serving in the following volunteer positions: member of the Greater Kiwanis Club of Abilene, vice president of the Abilene Black Chamber of Commerce, and board member of the Development Corporation of Abilene (DCOA). 

My wife and I have been publishing the West Texas Tribune for 20 years. It is a 501(c)(3) non-profit community-based newspaper. And, I am also the founder and host of the “It’s Everything West Texas” podcast. Both of these organizations are designed to bring the community closer together.

As you can see, I love to serve. I would be honored to serve you when it comes to your financial needs. I have helped people like you for 40 years.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.