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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Jordan Holland, CFP®

Regional Vice President

Sugar Land, Houston

Mason Blake

Regional Vice President

Renee Weston, WMCP®

Regional Vice President

Daniel Lime, CFP®

Sr. Financial Planner

Monica Hernandez

Financial Planner

Austin, Houston

William Flanders

Financial Planner

Austin, Houston

G Alger

Greg Alger

Unique Asset Manager

Austin, Houston

Obed Garcia

Retirement Plan Specialist

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