

Focus Areas
- Wealth Strategies
- Intergenerational Planning
- Charitable Giving
- Entrepreneurs & Business Owners
- Business Retirement Plans
Focus Areas
- Wealth Strategies
- Intergenerational Planning
- Charitable Giving
- Entrepreneurs & Business Owners
- Business Retirement Plans
Financial Advisor Certifications
AAMS®
Accredited Asset Management Specialist™CRPS™
Chartered Retirement Plans Specialist™
Personal Interests
- Spending Time with Family
- Volunteering
- Community Outreach
- Traveling
Team Members
Joshua PhippsSr. Branch Office Administrator
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Fri | 08:30AM - 03:30PM |
| Sat | By Appointment Only |
| Sun | Closed |
Phone
(832) 592-0019Fax
(877) 307-4541Office Address
4701 Fm 2920 Rd D5Spring, TX 77388opens in a new window
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