Focus Areas

  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Divorce Finances
  • LGBT Finances
  • Business Retirement Plans
  • Charitable Giving

Personal Interests

  • Traveling
  • Yoga
  • Volunteering
  • Art & Theater
  • Gardening

Contact Me

To discuss working together, request a complimentary consultation:

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Office Information


Office Hours
Monday 08:30AM - 04:00PM
Tuesday 08:30AM - 04:00PM
Wednesday 08:00AM - 04:00PM
Thursday 08:30AM - 04:00PM
Friday 08:30AM - 02:00PM
Saturday By Appointment Only
Sunday By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing


(888) 546-8313

Branch Team

  • Caprice Carter
    Branch Office Administrator

Office Address

3310 Katy Freeway Suite 330
Houston, TX 77007
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