Our team, our family

Whether you’re a brand new client or have been with us for years, our team takes the time to assess your unique situation, goals, attitude toward risk and time horizon. Each of us is dedicated to delivering world-class wealth management that is personal, with the perspective that never loses sight of the comfort you and your family seek.

  • More than 75 years of combined experience
  • More than 15 certifications and licenses

Leslie B. Fox, CFA

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

713-888-8707
Email |

Marc Sancton Image

Marc Sancton, CPA

First Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

713-888-8716
Email |

Valerie Walter, AWM, CFP®

Vice President - Senior Financial Associate, Advanced Wealth Manager

713-888-8725

Melanie Greer

Senior Registered Client Associate

713-888-8735

Start the next phase of your financial journey

Let’s get to know each other. Our team is available to review your portfolio, learn about you and your financial goals, and answer questions about our approach.

Arrange a conversation today.

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

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