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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Maureen Enem

Client Development Associate

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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