Susan Leroux, CFP®

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

281-566-1410 | Email |
281-566-1401

After spending more than 20 years in global management and wealth management planning in the petrochemical industry, Susan had a “moment of clarity” after the 9/11 attacks that showed her there was more to life than moving her family every other year and spending too many days and nights in far-flung reaches of the world. She decided to refocus her financial expertise and planning skills from the corporate world to her community, individuals and families. She earned her CERTIFIED FINANCIAL PLANNER™ certification and began her second career at RBC Wealth Management in 2003.

Along with past work with Houston nonprofits through the Executive Service Corp of Houston and participation in her subdivision finance committee, Susan stays busy at home with husband, Richard and her golden retrievers Tanner and Sophie.

Matthew Kullman

Financial Advisor

281-566-1411 | Email
281-566-1401

Matt moved to the Houston area from Washington, D.C., in July 2017. He studied art and chemistry at West Virginia University and George Mason University, and proceeded to employ his dual interests as a preservation specialist at the Library of Congress for nearly 19 years. In 2015, Matt decided to develop his other primary professional interest: wealth planning. He has since completed the full course of study required for the CERTIFIED FINANCIAL PLANNER™ certification, has passed the Series 7 and 66 securities exams and has insurance licenses for multiple states. He puts his expertise to work at the Leroux Investment Group at RBC Wealth Management in Sugar Land, Texas. Matt enjoys restoring historic homes with his wife, Nichole, and playing with his daughter, Adeline. Matt is an Eagle Scout of the Boy Scouts of America.

Donna Talley

Senior Registered Client Associate

281-566-1448 | Email
281-566-1401

Donna has worked in the financial services industry for more than 20 years, starting out in the operations area of a local money manager and later becoming a sales assistant. She joined RBC Wealth Management in 2008 and has been working with Susan since 2009. Donna brings a great deal of operational experience and customer service support to her team. She holds her Series 7 and 63 securities licenses.

Donna lives in Houston with her two children, TJ and Brittney. She is an active volunteer for the Houston Live Stock Show and Rodeo and enjoys helping children and families experience the rodeo.