The key to our office's success stems from the comprehensive financial guidance we provide to individuals and families seeking a work-optional lifestyle, who value consultative advice and a high-level of personal service.

Melissa Thorne, senior branch office administrator, and I work with clients in a partnership built on mutual respect with a focus on what matters most to them and what we can control. Through our process-driven "lens" approach that utilizes investment consulting, wealth strategies and continuous management, we make a meaningful and significant difference in the lives of our clients.

I attended the University of Texas in San Antonio and graduated magna cum laude with a bachelor's degree in finance and accounting. In addition, I have received the AAMS® professional designation from the College for Financial Planning.

I am an avid supporter of the Alzheimer's Association and their fight to end Alzheimer's. I currently volunteer through our local corporate campaign to raise awareness and funding, as well as lead a team during the annual Houston Walk to End Alzheimer's.

My spouse, Alisha, and I are happily married with three children, Logan, Demi and Aria. We enjoy being with family, the outdoors and traveling in our spare time.

Focus areas

  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Wealth Strategies
  • Retirement Income Strategies
  • Employee Stock Options
  • Entrepreneurs & Business Owners

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Personal Fitness
  • Football
  • Reading

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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