Administrative Assistant & Receptionist

Houston Office791 Town and Country Blvd., Ste. 250 Houston, Texas 77024713.781.2856 GET IN TOUCH Name(Required) First Last Email(Required) Phone Number *(Required) Your Message(Required)This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply. Δ Savana GuerreroAdministrative Assistant & Receptionist Professional Experience Savana has over 15 years of professional experience. As…

Client Service & Operations Coordinator

Fort Worth Office1515 8th Ave. Fort Worth, Texas 76104817.984.3132 GET IN TOUCH Name(Required) First Last Email(Required) Phone Number *(Required) Your Message(Required)This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply. Δ Mara MillerClient Service & Operations Coordinator Professional Experience Mara has over a decade of professional experience. She assists…

Lead Administrator

Houston Office791 Town and Country Blvd., Ste. 250 Houston, Texas 77024713.781.2856 GET IN TOUCH Name(Required) First Last Email(Required) Phone Number *(Required) Your Message(Required)This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply. Δ Blqees MuhialdinLead Administrator Professional Experience Bio coming soon!

Accounting Associate

Houston Office791 Town and Country Blvd., Ste. 250 Houston, Texas 77024713.781.2856 GET IN TOUCH Name(Required) First Last Email(Required) Phone Number *(Required) Your Message(Required)This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply. Δ Amsale TeferraAccounting Associate Professional Experience Amsale has over 30 years of professional experience. She is an…

Tax & Accounting Associate

Houston Office791 Town and Country Blvd., Ste. 250 Houston, Texas 77024713.781.2856 GET IN TOUCH Name(Required) First Last Email(Required) Phone Number *(Required) Your Message(Required)This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply. Δ Althea GreenhouseTax & Accounting Associate Professional Experience Althea boasts nearly four decades of professional experience. In…

Houston Office791 Town and Country Blvd., Ste. 250 Houston, Texas 77024713.781.2856 GET IN TOUCH Name(Required) First Last Email(Required) Phone Number *(Required) Your Message(Required)This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply. Δ Crescentia Guobadia, JD, LLM-TAXTax Associate Professional Experience Crescentia has three years of experience. She is currently…

Derick Van Wyk

Investment Associate

Houston Office791 Town and Country Blvd., Ste. 250 Houston, Texas 77024713.781.2856 GET IN TOUCH Name(Required) First Last Email(Required) Phone Number *(Required) Your Message(Required)This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply. Δ Derick Van WykInvestment Associate Professional Experience Bio coming soon! Education, Licenses & Certifications • Accolades •…

Financial Planning Associate

Houston Office791 Town and Country Blvd., Ste. 250 Houston, Texas 77024713.781.2856 GET IN TOUCH Name(Required) First Last Email(Required) Phone Number *(Required) Your Message(Required)This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply. Δ Jaqlyn LulloFinancial Planning Associate Professional Experience With a robust career spanning multiple facets of the financial…

Financial Planning Associate

Houston Office791 Town and Country Blvd., Ste. 250 Houston, Texas 77024713.781.2856 GET IN TOUCH Name(Required) First Last Email(Required) Phone Number *(Required) Your Message(Required)This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply. Δ Brandon Williams, MBAFinancial Planning Associate Professional Experience Brandon has over 12 years of professional experience. At…

Financial Planning Associate

Houston Office791 Town and Country Blvd., Ste. 250 Houston, Texas 77024713.781.2856 GET IN TOUCH Name(Required) First Last Email(Required) Phone Number *(Required) Your Message(Required)This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply. Δ Cindy Yac, MBAFinancial Planning Associate Professional Experience Cindy has nearly a decade of professional experience. She…