Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Investment Advisor Representative and Registered Representative
John started his financial services career in 1987. He has been an advisor with CUE Financial Group/Securities America since 1992. He holds a bachelors degree in Agribusiness and Finance from West Texas State University. John is a...
Investment Advisor Representative
Dan Garton is a Registered Investment Advisor and has been with CUE Financial Group/Securities America since 2004. He feels it is important for clients to know how investing and investments work and understand how risk vs. reward could...
Processing, Client Support, and Compliance Support
Kyra has been an administrative assistant with CUE Financial Group/Securities America since 1992. Her role is to keep the office organized and running efficiently. In addition, Kyra helps with customer service and handles most of the...
Phone Center and Client Support
Lori has been with CUE Financial Group/Securities America since 1997 as an administrative assistant and quickly realized that she enjoyed interacting and developing relationships with clients. Lori holds a FINRA license. Her...
Processing and Client Support