Team At Fusion Advisors, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.We can help you address:Investing principles and strategiesRetirement investing and distribution strategiesEstate conservation issuesRisk management analysisWe can also help answer your questions, including:Can I retire early?Are my investments working hard enough?What’s a good approach for college savings?What are the elements of a sound estate strategy?Do I have enough life insurance for my family?Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation. Lynn Richards, ChFC® , MSFS Financial Advisor, Shareholder 210-342-1112 210-342-1160 firstname.lastname@example.org Lynn has a BA degree from Texas Tech University and a MSFS in Financial Planning with The American College, in Bryn Mawr, Pennsylvania. He is a Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and an... Read more Judi Travis Financial Representative, Shareholder 210-342-1112 email@example.com A graduate of the University of Texas at Austin, Judi is a current qualifying member of the Million Dollar Round Table and the Texas Leaders Round Table. Following graduation Judi moved to New York where she worked in the Financial... Read more Jesse Travis Financial Advisor, Shareholder 210-342-1112 firstname.lastname@example.org Jesse graduated with honors from New Mexico State University with degrees in business and communications. Prior to becoming a part owner of Fusion Advisors, his background includes positions in sales, finance, and executive support... Read more Socorro Richards Operations Manager, Shareholder 210-342-1112 210-342-1160 email@example.com Socorro has served in the financial services industry providing office management and accounting services since 1975. She holds a B.A. degree in Mathematics from Texas Woman’s University in Denton, Texas. She is actively involved in... Read more Elizabeth Richards Support Specialist 210-342-1112 210-342-1160 firstname.lastname@example.org Betsy has worked part-time and summers with us for the past several years and is now full-time since her graduation from college. She specializes in assisting with research and client management information systems. She is the daughter... Read more Have a Question? Name Email Question Thank you! Oops!