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ABOUT
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BIO

 

We are all products of our experiences - I was fortunate enough to earn a Master's degree in Counseling Psychology at St. Edwards University. My background includes my time in helping start a non-profit in Dallas during the late '90s that worked with family's struggling with the death of a child or a caregiver. Often I worked with distraught spouses who were transitioning to a new dynamic of being the breadwinner, and the financial stress and decisions that come with that. This experience provided the framework for my passion to help others today. 

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Experience

  • Master's Degree in Counseling Psychology: St. Edward's University 

  • 20+ Years of Financial Experience: Serving small businesses and families nationwide.

  • Chartered Retirement Planning Counselor® (CRPC®): Demonstrating expertise in retirement planning strategies.

Client Focus

  • Passion for helping others.

  • Holistic Financial Planning approach that encapsulates tax planning, investments, insurance, and estate needs to provide a three-dimensional and dynamic process.

  • Drawing on extensive experience to empower clients to achieve their financial goals.

  • Values-Driven Approach: Collaborating with clients to identify their core values and prioritize their financial objectives.

  • Creative Problem-Solving: Developing customized strategies to address unique client needs.

In My Free Time

  • Proud girl dad to Millie who will be attending Ole Miss in fall 2024.

  • Hobbies: Running, hiking, tennis, cooking, reading.

  • Community Involvement: Coaching and empowering young athletes. Led Keller High School Girls Lacrosse to State Playoffs.

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Check the background of this investment professional on FINRA's BrokerCheck

BOBBY MEFFORD, CRPC®

PRESIDENT/FOUNDER

HOLLY LOPEZ

DIRECTOR OF CLIENT RELATIONS

BIO

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I believe that every challenge presents an opportunity for growth and improvement, both personally and professionally. My academic journey began at San Angelo State University, but I ultimately earned an Associate’s Degree in Applied Science from Navarro College. After gaining experience in various roles, I decided to stay home and raise our children while my husband supported our family. During that time, I embraced the challenge of teaching preschool, which sparked my passion for coaching and mentoring on a more intimate, small-group level.

As my children grew older, I was eager for a new challenge, which led me to transition into the financial industry. Over the past five years, I have developed a deep understanding of client relations, and I now enjoy helping clients navigate their financial journeys with clarity and confidence.

Outside of work, you’ll most likely find me at one of my children’s sporting events. Whether I’m cheering them on from the sidelines or coaching them directly, being involved in their activities brings me the greatest joy.

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CARLA MATTHEWSON

PARTNER

WHAT IS MEFFORD WEALTH MANAGEMENT?
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Mefford Wealth Management provides Financial Planning and Investment Management in a "boutique setting." That means that THE INDIVIDUAL is at the core of our philosophy, and we specialize in "holistic strategies" that cater to the unique circumstances of each individual. Holistic financial planning goes beyond just investment advice; it encompasses a wide range of financial areas, including wealth management, tax planning, estate planning, and risk management. Unlike traditional financial planning, which often focuses only on immediate investment returns, holistic planning looks at the entire financial picture, accounting for all areas that affect a person’s financial well-being. This approach is crucial because each component—taxes, investments, and estate considerations are interconnected, and decisions in one area can significantly impact others.

 

Mefford Wealth Management serves clients in several states across the country, and we strive to provide the individualized service you need to focus on your life. That means meeting when and how it works for you, and proactively looking out for your best interests.

 

Your wealth has been earned over a lifetime of hard work and wise choices.  You are looking for reliable advice and honest solutions to create and sustain your desired Retirement Lifestyle. Whether you are retired now, just getting started, OR retirement is right around the corner, you need a plan that will work in good economic times or bad.

 

 

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Securities and investment advisory services offered through Osaic Wealth, member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not provide tax or legal advice.

This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, DC, FL, GA, IA, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NM., NY, OK, OR, PA, SC. TN, TX, UT, VA, WA, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.

 

Osaic Wealth Form CRS

 

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our web site and assume total responsibility and risk for your use of the websites you are linking to.

 

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