121 Canal Drive
Meet the Team
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.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
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...
Sue has over 20 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 firm...
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.