Rusty Donohue, CLU, ChFC


Rusty is committed to providing you with the high level of expert financial services that you expect and deserve. A positive working partnership with you based on respect, dedication and integrity is his goal.

A wealth of experience and education is what Rusty brings to the partnership. He is a proven leader in his field and has attained the professional designations of Chartered Financial Consultant and Chartered Life Underwriter. In addition he holds a series 7, securities licenses and is a Registered Investment Advisor representative with Securities America Advisors.

Rusty specializes in Retirement planning, Wealth planning and Investment planning with a strong emphasis on Business Succession Strategies, Executive Compensation planning and Deferred Compensation packages.

We not only manage wealth…we build meaningful relationships with our clients. We take pride in the fact that over fifty percent of our business comes from referrals of existing clients. Let us work with you as a wealth-planning partner…And we will develop plans to make your Dreams and Retirement a reality.

Email Address

Phone: (806) 242-0550

Learn More About Our Team Below!

Hollie Gandy, CSA, CLTC

Retirement Income Specialist/Owner

Rusty Donohue, CLU, ChFC

Financial Advisor

Liz Pepper


Rhonda Sherwood

Office Manager

Phone (806) 242-0550

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