Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Location: Houston

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Mychelle Malveaux

Client Service Specialist

Austin, Covington, Houston

Sonia Rodriguez

Trust Operations Specialist

Austin, Houston

William Flanders

Sr. Client Service Specialist

Austin, Houston

Obed Garcia

Retirement Plan Specialist

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