Our Firm

Our firm has a long history beginning in 1947 when Roland M Aycock ( Retired) began serving small business and families in the Central Texas Area with financial services.  

Doug Aycock joined the firm in 1973 adding employee benefit service and retirement service to the growing community.  Education has been a cornerstone requirement for growth and development. 

Doug has been a member of The Estate Planning Council, the National Association of Insurance and Financial Advisors and the Society of Financial Services Professionals serving as an officer or board member in each of these professional associations.

Doug earned his CLU® designation in 1980 and his ChFC® designation in 1983 and as a New England Securities Registered Representative is qualified to help you with insurance, investments and employee benefits.

Steve Aycock obtained his CFP® certification in 2007 and as a New England Securities Investment Advisor Representative and Registered Representative is qualified to help you with investment and retirement planning.

Doug and Steve expanded their team in recent years with the addition of Registered Representative JD Lewis, Gay Thompson and Suzanne Meek. 

We look forward to listening to you and learning about your situation so that we may be in a better position to serve you.