Brandi Holmes, CFP
Private Wealth Advisor
"Everyone deserves to have a BFF (Best Friend in Finance)".
Eric Copeland, CFP®
Private Wealth Advisor
Wallace Carlson
Private Wealth Advisor
Wallace is a Wealth Manager working closely with a select clientele to assist them through the challenging, and sometimes confusing, world of financial markets. Wallace previously worked with Fidelity Investments assisting clients with...
Janene Warren, CFP®
Private Wealth Advisor
Brian Couch
Private Wealth Advisor
877-9ANCHOR (voice only)
As a Wealth Advisor with Anchor Private Planning and a CERTIFIED FINANCIAL PLANNER® professional, Brian brings 25 years of industry experience, much of that time spent working with individuals, businesses and families and establishing...
John Michel
Private Wealth Advisor
Joy DeAnda
Private Wealth Advisor
Joy DeAnda has been helping people toward and through their retirement for 23 years. She joined Anchor Private Planning because of the integrity and vast experience among the advisors at the firm. Prior to her current position,...
Penny McCall
Private Wealth Advisor
Shannon DeLoach
Client Relations Manager
Shannon has worked in the financial services world for over 25 years. She attended Baylor University where she received a degree in Financial Planning and Real Estate. She and her husband Elliot have been blessed with two wonderful...
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.