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Financial Services

Alumni Business Card Exchange is provided as a service to our alumni. It's not an endorsement of these businesses or products by Abilene Christian University or the ACU Alumni Association


Marshal R. Aldriedge ('81), Agent/Registered Representative

Farmer's Insurance and Financial Services

9451 LBJ Freeway, Suite 116 • Dallas, Texas 75243

972-480-9900 (W)

marshall@insuringdallas.com

www.insuringdallas.com

Helping clients since 1982 with their insurance and financial services needs. 


Bryan C. Brokaw ('05), Financial Advisor
Edward Jones Investments
523 Enon Springs Road East • Smyrna, Tennessee 37167
615-459-4862 (W) • 877-598-8794 (F)
bryan.brokaw@edwardjones.com
www.edwardjones.com


Dee K. Carter ('64), CLU, ChFC, RFC, CSA
Carter Financial Group
1404 W. Wall Street • Midland, Texas 79701
432-685-1372 (W) • 432-685-3790 (F)
dkcart@hotmail.com
www.westtexaselvis.com


Jason Carter ('00), Senior Loan Officer
Seton Capital Group
9308 E. Raintree Dr. • Scottsdale, Arizona 85260
480-767-0444, Ext. 201 (W) • 480-385-4201 (F)
jcarter@setoncapital.com
Mortgage specialist you can trust. Call for free consultation. 


Carroll Dyer, III ('76), Executive VP/Loan Officer
Bankers Financial Mortgage Group, Ltd
275 S. Denton Tap Rd., Suite 100 • Coppell, Texas 75019
972-304-4604 (W) • 972-393-1995 (F)
carrolldyer@bfmgltd.com
www.bankersfinancialmortgage.com

Residential mortgage lender for Texas and selected other states.


Joy (Webb) Hodgson ('91), 401(k) Consultant
Pratas, Smith & Moore
2413 82nd St. • Lubbock, Texas 79424
806-745-6789 (W) • 806-748-3888 (F)
jhodgson@psmcpa.com 

Adam Palmer ('88), Senior Vice President

Frost Bank

777 Main St., Suite 500 • Fort Worth, Texas 76012

adam.palmer@frostbank.com

www.frostbank.com


Paul Palmer ('75), President
TimberCreek Energy Corporation
Drawer 613266 • Dallas, Texas 75261
817-267-1492 (W) • 817-545-7504 (F)
tce2004@sbcglobal.net
Specializing in oil and gas investment opportunities.


Anthony Tarter ('03), Vice President

PNC ARCS LLC (PNC Bank)

One Galleria Tower • 13355 Noel Road, Suite 1770 • Dallas, Texas 75240

972-490-5588, Ext. 139 (W)

anthony_tarter@arcscommercial.com

www.pnc.com

Commercial real estate lending, includes lending on primarily multifamily properties, but also on the following property types: office, retail, self storage and hotels. Executions are funded through PNC Bank, Fannie Mae or Freddie Mac.


Jody Team ('01), Financial Planner
jteam@teamstrategiesonline.com

www.teamstrategiesonline.com
Comprehensive, fee-only planning.


Cody D. Thompson ('98), Regional Vice President
Halo Credit Solutions, L.L.C.
The Offices at Byron Nelson • 630 E. Southlake Blvd., #123 • Southlake, Texas 76092
817-706-3474 (W) • 469-916-1115 (F)
codythompson@halocreditsolutions.com
www.halocredit.com
"Life without Limitations!"


Clayton Tuggle ('43), Partner
Tuggle & Russell, LLC
5080 Spectrum Dr., Suite 116 A West • Addison, Texas 75001
972-788-4703 (W) • 972-788-2837 (F)
wct@tugglerussell.com
www.tugglerussell.com
Investment management, financial planning

 

Craig Wilson ('01), Financial Advisor
CFO Financial, LLC.
21909 Surrey Lane • Lago Vista, Texas 78645
512-267-1776 (W) • 512-267-1767 (F)
wilson@moneycfo.com
www.moneycfo.com