121 Canal Drive,
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.
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...