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.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Charitable Giving

My Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Running
  • Traveling

Office Information

Office Hours

Office Hours
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

Branch Team

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