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About us

About FourWord Financial

About FourWord Financial

FourWord Financial is a boutique financial planning firm built around a straightforward idea: that money is a means to an end, and the end is a life well lived. Everything here, from the way the team works with clients to the way the firm is structured, reflects that belief.

The Story Behind It

C. Aaron Durden founded FourWord Financial in 2023, but his work in this industry spans more than two decades. He previously built LifeBridge Financial Group from the ground up and sold it in 2016. From there, he carried both roles forward, serving as a Managing Director while continuing to work directly with clients as a practicing financial planner. When the time came to build something new, he came back with a clear sense of what he wanted: a firm small enough to be personal, credentialed enough to be comprehensive, and grounded in the kind of intentional, values-first planning that actually changes people's financial lives.

Three offices, one approach

FourWord Financial has offices in Sugar Land, Lubbock, and College Station, a footprint that reflects something intentional. Each location puts the firm closer to the university communities it serves, including faculty, staff, and medical professionals connected to UT, Texas A&M, and Texas Tech. Those relationships shaped where the firm planted roots, and they continue to shape how it works. The reach extends statewide and nationally, but the presence across Texas runs deeper than geography.

Sugar Land Address

Sugar Land Address

2245 Texas Drive, Suite 300
Sugar Land, TX 77479

Phone: 713-204-8258

Lubbock Address

Lubbock Address

3223 S. Loop 289 Suite 600
Lubbock, TX 79423

Phone: 713-204-8258

College Station Address

College Station Address

511 University Dr E
College Station, TX 77840 

Phone: 713-204-8258

Make Money Make Sense

Make Money Make Sense

Financial education is part of how this firm serves the people around it. The Make Money Make Sense workshop series was built to make financial concepts accessible to real people making real decisions, without the jargon and without the sales pitch. These sessions are open, practical, and grounded in the same planning philosophy that guides every client relationship.

Meet Your team

The FourWord Financial team holds credentials across financial planning, divorce financial analysis, behavioral finance, and business: CFP®, MBA, CDFA®, and BFA™ among them, with additional team members holding Master's and Doctoral degrees. That depth of preparation exists because the situations clients bring through the door range widely, from straightforward planning questions to complex, multi-layered financial circumstances that benefit from a well-rounded team. The firm is boutique by design, which means that the knowledge and experience stays accessible rather than getting filtered through layers of staff.

Meet the Sugarland Team

C. Aaron Durden

C. Aaron Durden, MBA, CFP®, CDFA®, BFA™

Founder & Financial Planner

Growing up in Nederland, Texas, a small, tight-knit community in Southeast Texas, I developed an early sense of what it means to know your neighbors and show up for the people around you. When I arrived at Texas A&M, medicine seemed...
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Cory Thompson

Cory Thompson, Ph.D.

Research and Planning Administrative Assistant

My interest in financial planning has a specific origin point: the 2008 financial crisis. Living through that period of financial strain gave me a firsthand understanding of how profoundly instability affects families and how much...
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Dr. Joseph "Joey" Johnson

Research and Planning Administrative Assistant

*Dr. Joseph is a Non-Registered Associated Person with Voya Financial Advisors and does not offer securities nor investment advisory services.
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Heather Durden

Heather Durden

Administrative Assistant

My path to financial services wasn't a straight line, and I think that's part of what makes my perspective here a useful one. My background is in Environmental Science, and that foundation gave me an appreciation for systems, detail,...
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Kimberly "Kim" Villalta

Marketing and Communications Intern

*Kim is a Non-Registered Associated Person with Voya Financial Advisors and does not offer securities nor investment advisory services.
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Nick Miersma

Nick Miersma

Financial Representative | Lubbock

I came to financial services by a less conventional route, and I think that makes me better at it. Growing up the son of a dairy farming family in California, moving frequently throughout my early years, and eventually settling in...
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Ridhni Mazumder

Marketing and Communications Intern

*Ridhni is a Non-Registered Associated Person with Voya Financial Advisors and does not offer securities nor investment advisory services.
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Meet the College Station Team

College Station Team

C. Aaron Durden

C. Aaron Durden, MBA, CFP®, CDFA®, BFA™

Founder & Financial Planner

Growing up in Nederland, Texas, a small, tight-knit community in Southeast Texas, I developed an early sense of what it means to know your neighbors and show up for the people around you. When I arrived at Texas A&M, medicine seemed...
Read more

Dr. Joseph "Joey" Johnson

Research and Planning Administrative Assistant

*Dr. Joseph is a Non-Registered Associated Person with Voya Financial Advisors and does not offer securities nor investment advisory services.
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Meet the Lubbock Team

Lubbock Team

C. Aaron Durden

C. Aaron Durden, MBA, CFP®, CDFA®, BFA™

Founder & Financial Planner

Growing up in Nederland, Texas, a small, tight-knit community in Southeast Texas, I developed an early sense of what it means to know your neighbors and show up for the people around you. When I arrived at Texas A&M, medicine seemed...
Read more
Nick Miersma

Nick Miersma

Financial Representative | Lubbock

I came to financial services by a less conventional route, and I think that makes me better at it. Growing up the son of a dairy farming family in California, moving frequently throughout my early years, and eventually settling in...
Read more

Contact usLet's Start the conversation

If you're ready to stop approaching your finances one question at a time and start building a real plan, we'd welcome the conversation. Reach out to schedule an introductory meeting and let's find out what's possible when your money has direction.

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