Our Team

Robert Lyons has over 40 years of financial services experience and carries the Chartered Financial Consultant designation. His business focus is in the areas of financial, estate and retirement planning for individuals and business owners. Robert has served his industry and community in many ways, as a past board member and President of the Amarillo Area Estate Planning Council, past board member and President of the Amarillo Chapter of the Society of Financial Service Professionals, past board member and President of the National Association of Insurance and Financial Advisors, Amarillo Chapter. He served on the board for many years and is a past president of the Kiwanis Club of Amarillo. Robert has served his church, First Presbyterian Church of Amarillo as an Elder, a Deacon and Moderator of numerous church committees over the years. He currently serves as President of the Frank Heflin Foundation. Robert has been married to his wife, Kathy, for over 40 years, they have two married children and three grandchildren.

Steve Barrett has over 38 years experience in the financial services industry. He is the past president of the Amarillo Area Chapter of the National Association of Insurance and Financial Advisors. Always a successful producer, Steve obtained lifetime membership in the Million Dollar Round Table early in his career. His vast knowledge and experience in life and health insurance products allows Steve to procure the best product with solid companies to fit each client’s individual needs. He has a special talent for obtaining life insurance for individuals with serious health or high risk issues. Steve is married to his wife, Janet, for more than 28 years, and they have one adult child and two grandchildren.

Lindy has been in her current position as office administrator for over seven years and is responsible for office management along with all aspects of customer service. She has prior experience in working with life, property and casualty insurance for a major national brand. Also, years of experience in the field of media and customer relations, followed by a long tenure as a legal assistant, give her a diverse background in assisting customers, with attention to detail and a strong focus on achieving positive results for our clients.