News & Information

The AmeriFlex Group® Continues Affiliation Model with $299MM Lubbock, TX Office

Mark Wolfe, CRPC®, and Luke Ford partner with The AmeriFlex Group®

Las Vegas, NV – The AmeriFlex Group®, headquartered in Las Vegas, NV, continues to expand its network of Transitional Wealth Planners with the addition of Mark Wolfe, CRPC®, and Luke Ford, and their firm, The Financial Group of The Southwest. Based in Lubbock, TX, Mark and Luke join The AmeriFlex Group® from Osaic Wealth, Inc., bringing a very strong family-oriented practice that is rooted in shared values and a deep commitment to their clients and communities they serve.

Mark Wolfe, President of The Financial Group of the Southwest, founded the firm with his father in 1992. Throughout his career, Mark has been dedicated to helping individuals and families navigate the financial complexities of life’s many stages. His work focuses on areas such as debt planning, college funding, retirement planning, and providing guidance for surviving spouses. Known for delivering detailed and highly personalized service, Mark has built lasting relationships with clients as they transition into and through retirement.

Luke Ford began his career in the financial services industry in 1999 while attending Texas Tech University, gaining early experience working with regional banks before joining The Financial Group of the Southwest in 2002. Since establishing his own independence within the firm, in 2009, Luke has built a successful practice grounded in the values of honesty, hard work, and devotion—principles shaped by his upbringing in a small West Texas town. Luke is passionate about guiding clients through financial challenges so they can move forward with confidence and clarity about their future.

Together as brothers-in-law, Mark and Luke continue their firm’s multi-generational legacy, honoring its history while evolving the practice to serve the next generation of clients.

Tom Goodson, President & CEO of The AmeriFlex Group®, commented, “Mark and Luke bring a powerful combination of experience, integrity, and dedication to their clients. Their ability to deliver comprehensive, personalized financial guidance aligns strongly with our mission, and we look forward to supporting their continued success as they grow their practice.”

The AmeriFlex Group® is recognized as The Home for Hybrids® (www.HomeForHybrids.com) – BD/RIA Transitional Wealth Planners™ (financial advisors). We are dedicated to empowering financial advisors through shared resources, technology, and collaboration – with a commitment to fiduciary excellence and a planner-first philosophy.