Our Firm

Daniel P. (Danny) Meigs, III  RFC, LUTCF

Danny Meigs has been helping his clients reach their financial goals in the Georgetown/Ausitn area since 1985. His goal is to hep people in key financial areas:

  • To create and grow wealth.
  • To protect and preserve life savings.
  • To plan for the distribution of that lifetime savings in the most tax advantageous manner during retirement and death.

Degrees and Designations:

  • BS Degree - Auburn University
  • Investment Advisor Representative
  • Registered Financial Consultant (RFC)
  • Life Underwriting Training Council Fellow (LUTCF)

Professional and Community Affiliations

  • Society of Financial Service Professionals
  • National Association of Insurance and Financial Advisors
  • Texas Association of Insurance and Financial Advisors
  • Austin Association of Insurance and Fiancial Advisors (Past President)
  • Million Dollar Round Table
  • Rotary Club of Georgetown
  • Advisory Board Member- Boys & Girls Club of Georgetown
  • Chamber of Commerce - Georgetown

Ron Isgitt, Insurance Specialist

Following a successful career as an executive in the commercial credit profession, Ron opted for the great life style offered in Sun City, Texas.  Not one to “sit around”, he obtained his insurance license and quickly established himself as the Medicare expert in Central Texas.

A "Texas-Ex", Ron is delighted to serve as a provider of insurance solutions to all people of this region.

Organizations and Associations:

  • Georgetown, Texas, Chamber of Commerce
  • Past President of  Texas State-Wide Credit Managers Association
  • Sun City Neighborhood Representative
  • Sun City RAC Committee
  • Sun City Deer Task Force
  • Past President of Sun City Fishing Club