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Our team

Professional, courteous, and independent on your behalf.

We realize in addition to our financial management experience, independent advice and investment resources, the foundation to building client trust is achieved in personalized service and responsiveness.

Take a look at our profiles below to learn more about our advisor's and staff professional experience, then when we meet you can get to know us.

  • Eric_photo_new_2002_small_for_advisor_directory J. Eric Brinley

    Certified Financial Planner & Certified Wealth Strategist®

    Having completed a degree in Education from the University of Missouri in 1980, I worked in management with several retail chains and climbed the corporate ladder of success. By the early 90's, I wanted to make a more important contribution to peoples lives. I had learned how to help people spend their hard earned money, but not how to save and invest it for their family's future.

    In 1992, I decided to make my passion for helping people my career. I chose to enter the financial services field. Starting with a large insurance and securities firm to learn the ropes, my initial experience taught me that my clients needed more. They need a Christian Planner that is objective and well educated. In 1994, I opened an independent office and put my faith into daily practice. I also committed to attain the credentials held among some as the highest standard of our industry, the mark of 'Certified Financial Planner'. I earned my CFP designation in January, 1999. I became a Certified Wealth Strategist in 2008.

    Along the way I became a Licensed Life and Health Insurance Agent and a Registered Principal with First Allied Securities, Inc. and a Investment Advisor Representative offering securities through First Allied Advisory Services, Inc. My office now services over 200 personal and business clients in Alabama, California, Colorado, Georgia, Louisiana, Missouri, Oregon, Pennsylvania, Tennessee, Texas and Utah.

    I maintain the 'heart of a teacher' and frequently conduct workshops in businesses and churches. Some of the topics I discuss include: Morally Responsible Investing, Good Stewardship, Good Sense Budgeting and Planning for Retirement.

    I am a small group Bible Study leader at Friendswood Community Church, and enjoy being involved in the NACFC (National Association of Christian Financial Consultants). I am also a coordinator for Financial Peace University at our local church.

    I am a member of the Christian Motorcyclists of America, lead our church's motorcyclist group: "On the Right Track Riders". I enjoy riding my Honda ST1300a on tours of Texas and the surrounding states.

  • Eric___sue_fall_2002_smaller_for_website Sue Ware-Clarke

    Office Adminstrator

    Sue has over 10 years experience serving our clients. She comes with a background of service through several years as the office manager for the Friendswood Chamber of Commerce and administering a multi-planner Financial Planning practice.

    Her operational expertise, computer savvy, bright smile and positive phone personality are an asset to our firm.

    Sue volunteers at Friendswood Community Church co-leading a ministry of ladies with similar life and family experiences. She also acts as the administrative assistant for the Friendswood Community Prayer Breakfast.

    Sue and Eric are married and enjoy working together serving their clients and spending family time with their three boys.