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.
- Estate & Legacy Strategies
- Intergenerational Planning
- Wealth Strategies
- Retirement Income Strategies
- Employee Stock Options
- Entrepreneurs & Business Owners
My Personal Interests
- Spending Time with Family
- Personal Fitness
Office Address820 Gessner Road S 1335
Houston, TX 77024
Phone NumberDakota Peacock at (713) 827-2240
|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|
- Web Conferencing
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