Welcome to our LaCenterra office, where a high level of service and planning are delivered. We truly enjoy serving our Katy area community and have intently focused our time and energy on helping families successfully accomplish their financial goals through one-on-one, face-to-face interaction since 2006.
I am a Houston native and spent most of my childhood in the Richmond and Sugarland area. My wife, Krystal, and I have three wonderful sons and are most proud to say that we have three grandchildren. Working with our current family of clients is such a privilege and we treasure the relationships that we have been blessed to be a part of. If I’m not helping clients, you can find me enjoying a round of golf, traveling with my family or playing the role of pitmaster in the back yard.
At our LaCenterra office, we have established processes for planning for retirement, portfolio creation and most importantly, communication. So, if you are needing just a bit of coaching or someone to help do the heavy lifting, come see if we are a fit for you.
Focus areas
- Retirement Income Strategies
- Wealth Strategies
- Special Needs Financial Considerations
- Divorce Finances
- Employee Stock Options
- Hispanic Family Finances
Focus Areas
- Retirement Income Strategies
- Wealth Strategies
- Special Needs Financial Considerations
- Divorce Finances
- Employee Stock Options
- Hispanic Family Finances
Office Information
Phone Number
Jason F Munoz at (281) 828-0881Branch Team
- Carolyn Watkins
- Sr. Branch Office Administrator
- Briana Moseley
- Branch Office Administrator
Branch Team
Connect on Social
Branch Team
- Carolyn Watkins
- Sr. Branch Office Administrator
- Briana Moseley
- Branch Office Administrator
Branch Team
More to explore

Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.
Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.
Learn More