Broker Check

Financial Planning Team

 Courtney  Garner, CFP

Courtney Garner, CFP

Director of Financial Planning

(713) 355-9910

Service Team

Elizabeth Masters

Elizabeth Masters

Client Service Associate

Jessi  Ayrer

Jessi Ayrer

Director of Operations

JL  Bell

JL Bell

Service Associate

Laina  Voong

Laina Voong

Client Service Associate

Stephanie  Melendez

Stephanie Melendez

Service Associate

Client Centered

Client Centered

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.