Currently, serving over 8000 households representing over $8 Billion in client assets, the Houston Complex is passionate in our commitment to client service and to caring for one another. The leadership team believes in going out of their way to find the right answer for our FA’s. They believe our FA’s should collaborate with their clients to determine which products/solutions are most suitable for them. Our entire team comes together to not only help each other but also to serve our community. We are personally dedicated to and responsible for our high performance and rely on diversity to best represent our client base. Above all else we commit to impeccable integrity in our dealings with our employees and our clients and tirelessly strive to earn the right to be our client’s first choice.

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