Cy
Cattan
Partner, Managing Director
Scott
Bishop
MBA, CPA*/PFS, CFP®
Partner, Managing Director
Robert
Harris
CFP®
Partner, Managing Director
Sarahbeth
Pipkin
CFP®
Partner, Senior Wealth Advisor
Patrick
Fleming
Partner, Senior Wealth Advisor
Nick
Low
Partner, Senior Wealth Advisor
Michael
Churchill
CPA*, CFP®
Senior Wealth Advisor, Director of Financial Planning
Daniel
Garza
Director of Private Investments
Braxton
Bartlett
CFP®
Wealth Advisor
Mercy
Dickey
Marketing Director, Senior Wealth Management Associate
Courtney
Nolan
Private Investment Operations Manager
Lizette
Saenz
Wealth Management Associate
LaTika
Tillis
Director of Operations
Brandon
Hicks
Wealth Management Associate, Onboarding Specialist
952 Echo Lane,
Suite 460
Houston, TX 77024
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