Savana Guerrero

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…

Mara Miller

Client Service & Operations Manager

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…

Amsale Teferra

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…

Althea Greenhouse

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…

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…

Erin Menking, CFP®

Financial Planning Associate

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…

Cindy Yac, MBA

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…

Brandon Williams, CFP®, MBA

Financial Planner

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…

Robert Lea, CPA

Tax Manager

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…

Stephen Larson, CPA

Senior Tax Manager

Stephen Larson, CPA