Steven Herzog

Steven A Herzog

Managing Director - Financial Advisor, Senior Consulting Group

713-623-9260
Email |

Ann 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


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Echelon Wealth Strategist


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High-Net-Worth Lending Consultant


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Wealth Management Banker


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Insurance and Annuity Consultant


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Wealth Management Consultant