Steven Herzog

Steven A. Herzog

Managing Director - Financial Advisor, Senior Consulting Group

713-623-9260
Email |
Walker Herzog

Walker A. Herzog

Financial Advisor

713-623-9265
Email |
Ann Nessler

Ann M. Nessler

Senior Investment Associate

713-623-9232

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

Trust Consultant


advisor

Echelon Wealth Strategist


advisor

High-Net-Worth Lending Consultant


advisor

Wealth Management Banker


advisor

Insurance and Annuity Consultant


advisor

Wealth Management Consultant