Who We Are

Jon Fletcher is a 28-year financial services veteran with experience at Fidelity (1993-2003), Merrill Lynch (2003-2009), and Ameriprise (2009-2013). He attended Baylor University and graduated from Texas Wesleyan University with...

Scott Covington started his consulting career in 1995, working for Fidelity Investments in Salt Lake, Utah. He received an MBA in Aviation Administration from Embry Riddle Aeronautical University and his BS from Brigham Young...

Jennifer Esteves has a Business Economics degree from the University of Texas at Austin and over 10 years of experience in the fields of financial services, management, and bookkeeping. She is blessed with a 18 year marriage to her...

Jon grew up in Texas and attended Southwestern University in Georgetown, Texas where he graduated with a degree in Business Administration. After graduating, he moved to Houston, Texas and began his career in the financial services...

Avery is currently pursing a bachelors degree in Equine Industry and Business at West Texas A&M University Her hobbies include photography, horse riding, and traveling.