6730 Horizon Road,
Meet the Team
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Owner / Broker
With over 30 years in the insurance industry, Randy is a member of the Elite Million Dollar Roundtable for Life Insurance Sales. He graduated from the University of North Texas with a BBA in Insurance and Financial Planning.
Sheila is a 1988 graduate of the University of North Texas with a BS in Elementary Education. She is a licensed Client Services Representative.
Marketing Director / Operations
Tania has been in the Health Insurance industry for seventeen years. She is licensed in both Property & Casualty and Health & Life insurance and specializes in Commercial Property & Casualty Insurance.
Life Account Manager
Janet has fifteen years experience in both Life Insurance and Annuities and sixteen years experience in Property Management. She specializes in Life Insurance and Annuities and is a graduate of the University of North Texas with a...
Commercial Account Manager
Courtney is a Licensed Insurance Agent with eighteen years experience with a captive carrier specializing in the construction industry prior to joining HFG. She graduated from Texas State University with a degree in Nutrition.
Joel is a 30 year Finance veteran with over fifteen years additional experience in Financial Services. His areas of expertise include Investments, Life Insurance, and Financial Planning.
Ross is a Licensed Insurance Agent specializing in Life Insurance.
Stacy holds an Associates Degrees in Paralegal and Legal Assistance. She is a Licensed Insurance Agent in Property and Casualty.
Jace is a Licensed Insurance Agent specializing in Personal, Commercial and Life Insurance. He has over five years experience in the Financial Services Industry.
Personal Accounts Manager
Personal Lines Account Manager
Maria is a twenty year licensed veteran of the Property and Casualty Insurance Industry.
Kristy is both a Licensed Insurance Agent and Life and Annuity Account Manager.
Jason began his career at HFG Ventures in February 2016 specializing in Commercial and Farm & Ranch Insurance.
Brad is a Licensed Insurance Agent with a BS in Education from Texas Christian University.
Otis is a Licensed Insurance Agent with a BA and MA Secondary Education from Austin College.
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.