Rick

Rick S. Friedman, AWM, CFP®

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

713-623-9220
Email | |
image of Clint Sepolio

Clint Sepolio, CFA, CFP®

Vice President - Financial Advisor, Portfolio Manager - Portfolio Focus

713-623-9240

Braxton Mouton

Financial Advisor

713-623-9210
Email |

Kari Weidemann

Branch Service Manager - , 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 Strategist


advisor

Wealth Management Banker


advisor

Trust Consultant


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