Financial Group of the Southwest – Lubbock, TX

Registered Representative

Mark Wolfe is the President of Financial Group of the Southwest the firm he founded with his father in 1992. He enjoys working with individuals and families to help them navigate financially through their different stages of life. He does this by helping people deal with various financial issues such as debt planning, college planning, retirement planning and surviving spouse assistance. He provides detailed and comprehensive personal service for those transitioning into retirement and for those who have lost their spouse. He is a lifelong resident of Lubbock, TX and a graduate of Texas Tech University with a degree in Finance. He and his wife Laurie have three children, James and his wife Amber, Katie, and Natalie. They are also the proud grandparents to Emily and Megan. Mark is an avid sports fan and enjoys attending Texas Tech sporting events. Mark also enjoys coaching youth fastpitch softball.

Registered Administrative Assistant

In 1965 I launched my first career and two years later bought a small business in the field with four employees which grew to six. In 1975 a second career began and both lasted for over three decades. In 1993, realizing that as a self-employed small business owner I had not planned well for retirement, I sought advice from a local professional. Within a year he had talked me into a third career. This is my sixteenth year of assisting clients in identifying their dreams and implementing actions to help make them come true. Retirement planning is central to my business and most of my clients are personal friends and acquaintances from prior business relationships. I feel my life experience has been beneficial to me in identifying with present clients and I look forward to their continuing referrals. In addition to providing financial services I still teach art on occasion and have the pleasure of continually meeting new and interesting people in need of professional assistance.

Securities offered through FSC Securities Corporation, member FINRA/SIPC.  Financial Group of the Southwest is not affiliated with FSC or registered as a broker-dealer or a registered investment advisor.

Registered Administrative Assistant

Matthew is proficient in helping clients with strategies that help prepare them for their financial future.  He works to help people set and achieve financial goals and objectives.  Matthew is devoted to providing a high standard of service and placing his client’s needs first.  Matthew brings 9 years of experience in the financial services industry.  He began his career in the industry as a Branch Manager of Woodforest National Bank and then as a Banker for Wells Fargo.

He brings a vast storehouse of knowledge and solutions for investors of all ages.  Matthew earned his bachelor’s degree from The University of Houston.  He is a proud husband to his wife, Cynthia and father to his son, Roman.

Administrative Staff

Administrative Staff