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Our team provides comprehensive, holistic guidance to individuals and families that value consultative advice and a high level of personal service. With over 90 years of combined financial industry experience, Pat Golden, Senior Branch Office Administrator, Sandra McClennon, Branch Office Administrator, and I partner with our clients to unleash aspirational outcomes centered around their health, family, purpose and finances. We strive to create peace of mind and fulfillment through our process-driven, multiple "lens" approach that utilizes investment consulting, advanced strategies and continuous engagement.
I attended the University of Texas at Austin and graduated with a bachelor's degree in economics. I have earned the Chartered Retirement Planning Counselor (CRPC®) and Chartered Retirement Plans Specialist (CRPS®) professional designations from the College for Financial Planning, as well as the AAMS® professional designation.
I am an avid supporter of the Alzheimer's Association and their fight to end Alzheimer's. I currently volunteer by leading our local corporate campaign to raise awareness and funding as well as coordinating the annual Houston Walk to End Alzheimer's.
My wife, Marie, and I reside in the Houston Heights with our son, Brody, and two dogs, Moose and Nana. We enjoy being with family, the outdoors and traveling in our spare time.
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Fri | 08:00AM - 05:00PM |
Sat | Closed |
Sun | Closed |
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn MoreNeed 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 quizA summary of last week's market highlights and economic news.
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