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.
- Retirement Income Strategies
- Wealth Strategies
- Special Needs Financial Considerations
- Divorce Finances
- Employee Stock Options
- Hispanic Family Finances
Phone NumberJason F Munoz at (281) 828-0881
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