Our Memberships

Lauterbach Financial Group provides business and financial solutions to clients in the El Paso, Juarez and Las Cruces areas and beyond.  As our affiliate in the group, Lauterbach, Borschow & Co., P.C., Certified Public Accountants has been providing accounting services to clients for close to sixty years. As the leading independent accounting firm in the area, its commitment to and involvement in the community continue to grow. Lauterbach, Borschow & Co. provides accounting, audit, tax, business valuation and litigation consulting services. It also offers a range of support services designed to enhance the professional capabilities of its clients.

Bright Sky Group is an alliance of independent registered investment advisors. The members provide objective wealth planning and investment advisory services for individual and institutional clients across the U.S. The twenty-one member-firms serve thousands of clients representing more than $4.1 billion under advisement.
Bright Sky Group was created as a forum for investment advisors committed to putting client interests first. To be a member of the group, a firm must meet Bright Sky’s high standards, including an unsurpassed commitment to regulatory compliance and to fiduciary responsibility. All members are subject to independent compliance reviews and must have in place a comprehensive code of ethics supported by ongoing training and education. Members must maintain a fee-only compensation structure and other policies to prevent conflicts of interest.

David Lindau and Billy DeFrance are both members of the Financial Planning Association®, a leadership and advocacy organization for those who provide, support and benefit from financial planning. Its main objectives are fostering the value of financial planning and advancing the financial planning profession.

Jon Sonnen is a member of The American Institute of Certified Public Accountants, the national professional organization for Certified Public Accountants. Its mission is to provide members with the resources, information and leadership that enable them to provide valuable services in the highest professional manner to benefit the public as well as employers and clients.

The El Paso Estate Planning Council is a professional organization comprised of accountants, life insurance underwriters, trust officers, attorneys and investment advisors with the purpose of promoting a better understanding of the interrelated functions of these professions as they relate to estate planning.