Rick S. Friedman, AWM, CFP®

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

713-623-9220
Email | |

Clint Sepolio, CFA, CFP®

Vice President - Financial Advisor

713-623-9240

Braxton Mouton

Financial Advisor

713-623-9210
Email |

Kari Weidemann

Investment Associate

713-623-9242

Lynn Bergin

Senior Client Associate

713-623-9214

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

advisor

Wealth Management Consultant


advisor

Wealth Planning Consultant


advisor

Credit Consultant


advisor

Trust Consultant


Let's start the conversation

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