Drew Robertson

Planning, not predictions, and products. We help our clients coordinate, simplify, and manage their investment, tax, insurance, healthcare/Medicare, Social Security, and estate planning needs under one roof. After 25 years at Ameriprise, I launched my own independent RIA to provide comprehensive financial planning and wealth management services focusing on advice, not sales or products. We help our clients coordinate, simplify, and manage their investment, tax, insurance, and estate planning needs under one roof. Our typical client is someone who believes that true wealth is having control over their time so they can spend it with the people and activities they love. They prefer to delegate most of their financial matters to a team of trusted professionals who will care for their loved ones after they are gone.

Staci Madsen is a Financial Advisor with Merrill Lynch Wealth Management, specializing in serving families, professionals, businesses, and community heroes such as first responders, educators, healthcare providers, military personnel, and law enforcement. She focuses on developing tailored financial strategies that balance clients' current needs with their future goals, providing expertise in areas including education planning, family wealth management, legacy planning, liquidity management, managing new wealth, and personal retirement planning. Staci holds a Bachelor's Degree from the University of Texas System and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She is involved in several professional organizations, including the Canton Texas Chamber of Commerce, LPGA Amateurs, and Lindale Area Chamber of Commerce. Outside of her professional role, Staci supports her husband's dual careers as a firefighter and realtor while raising their three children. Her personal interests include gardening, hunting, sewing, traveling, and spending time with her family.

Nathan Mcabee is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies tailored to clients' individual financial goals. Nathan works closely with clients to help them navigate areas such as college education planning, employee benefits planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Nathan holds a Bachelor's Degree from Centenary College of Louisiana and is a CERTIFIED FINANCIAL PLANNER™ professional, as well as a Personal Investment Advisor (PIA). He is committed to operating with integrity and ethics, consistently striving to do the right thing for his clients. Outside of his professional work, Nathan enjoys camping, gardening, hunting, and spending time with his family. He also values community involvement and dedicates time to volunteering with local organizations.