Phillip Friesen

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

936-631-2804 | Email

As a professional 

Phillip has been in the wealth management business since 1974, gaining experience in virtually all aspects of wealth and investment management. Prior to joining RBC Wealth Management in 2016, he worked at Morgan Stanley beginning in 2008, earning a designation as a senior portfolio manager and becoming a member of the prestigious Morgan Stanley President’s Council. Phillip has been recognized by Barron’s magazine as one of the top financial advisors in Texas every year since 2010. 

Phillip is a graduate of Texas Christian University, where he majored in finance, and of the American Institute of Banking in Dallas, Texas. He currently serves on the board of directors for First Bank and Trust East Texas. 

As a person

A modern day renaissance man, Phillip is quick to point out that he is a slave of many passions, but a master of none. He is an avid amateur musician who loves to write music, play the guitar and sing. He also finds time to paint, compose poetry and pursue his new passion of flying. As a family man, Phillip enjoys spending time with his wife of over three decades, Rona, and their four children. He loves the outdoors, especially fishing the Texas Coast.

Greg T Bowman, CFP®

Vice President - Financial Advisor

936-631-2802 | Email | |
936-631-2838

As a professional 

Greg joined the team as a financial advisor in 2005, having worked as an investment advisor at both Wachovia Securities and A.G. Edwards & Sons. He transitioned to Morgan Stanley with the team in 2008 before they joined RBC Wealth Management in 2016. ln 2011 he earned his CFP® certification after successfully completing the rigorous requirements of the Certified Financial Planning Board of Standards, Inc. Greg is a graduate of the Stephen F. Austin State University, with a bachelor’s degree in management. 

As a person 

If you are looking for Greg outside the office, you’ll probably find him and his wife, Laura, at their daughters’ athletic events. An athlete in his own right, Greg also trains for the occasional half marathon or short triathlon. He stays actively involved in the Lufkin community. Greg is a graduate of Leadership Lufkin, a member of the Lufkin Lions Club and has served as a committee board member for the local chapter of Habitat for Humanity.

John Friesen, CFA, CFP®

Vice President - Financial Advisor

210-805-1108 | Email

As a professional 

After earning his Bachelor of Business Administration degree in finance from the University of Texas at Austin, John spent the first three years of his career working as a real estate consultant. He then returned to the McCombs School of Business at the University of Texas to pursue his MBA with a concentration in investment management. While in graduate school, John interned at Dimensional Fund Advisors, a leading investment management firm with over $250 billion in assets. He also completed the requirements to sit for the CERTIFIED FINANCIAL PLANNER™ examination and earned his CFP® certification in March 2011. In August 2014, he earned the Chartered Financial Analyst® (CFA®) designation. He also holds a Master of Science degree in personal financial planning from Kansas State University. 

Prior to their move to RBC Wealth Management in 2016, John joined The Evergreen Group at Morgan Stanley in 2011. The Evergreen Group is led by John’s father, Phillip, who has been in the wealth management business since 1974, gaining experience in virtually all aspects of wealth planning and investment management. John takes great pride in providing continuity to the client relationships that Phillip has built over the past four decades. 

As a person 

In the rere moments John is not attending to his clients or pursuing his financial education, he enjoys spending time with his wife, Lindsey, their daughter, Lilah, their son, Jack, and their French Brittany Spaniel, Gracie. John inherited his father’s love of the outdoors. Together, they have spent many afternoons on the salt flats around Rockport in search of speckled trout and redfish, or in the South Texas brush country hunting the elusive “Muy Grande.” John is also an avid golfer who has spent a great deal of time battling the pull hooks.

Josh Zeleskey

Associate Vice President - Financial Advisor

936-631-2805 | Email

Josh, a Lufkin native, moved with the team to RBC Wealth Management in 2016 after working at Morgan Stanley. 

Josh was formerly with Bancorp South for four years, and had 10 years prior banking experience in the Houston area with First Bank. He holds a bachelor’s degree from the University of Mississippi where he majored in finance and a master’s degree in banking from Southwest Graduate School of Banking at Southern Methodist University. Josh currently lives in his hometown of Lufkin with wife, Misty, and their three children, Halli, Tripp and Hayes.

Karen Ronaghan, CRPC®

Associate Vice President -, Senior Financial Associate

936-631-2801 | Email |

With more than 20 years of financial service experience, Karen has worked for some of the top firms in the industry, including Neuberger Berman Private Asset Management, Southwest Securities and Merrill Lynch. She joined Morgan Stanley in 2012, and then moved with The Evergreen Group to RBC Wealth Management in 2016. She brings a wealth of experience and passion in wealth planning and client service to The Evergreen Group.

Karen was born and raised in the small East Texas town of Woodville. She graduated from Stephen F. Austin State University in 1998 with a Bachelors of Business Administration in finance with a minor in management. She has a Series 7 and Series 66 securities license, insurance license, as well as the Certified Retirement Planning Counselor (CRPC®) designation.

Karen relocated to East Texas in 2005 to be closer to family. She has two daughters, Katie and Allie.

Bonnie McKinney

Senior Registered Client Associate

936-631-2800 | Email

Bonnie, a Lufkin native, began her career at Morgan Stanley in 2012 as a service associate and branch manager assistant before she transitioned to RBC Wealth Management with the team in 2016. Bonnie thrives on interactions with clients as well as the day-to-day maintenance of their accounts. As the first point of contact with the team, she is passionate about making each client feel welcomed and valued. 

Bonnie is a proud graduate of Texas A&M University. She holds a Bachelor of Science in psychology, specializing in human resources. She currently has her Series 7 and 66 securities licenses. When she and her husband, Andrew, aren’t cheering on her beloved Aggies, you can find her at the local dog park with her collie mix, Toula.

The talent on your team

The Evergreen Group at RBC Wealth Management is a tightly-knit team with a common goal. We are dedicated to providing our clients with exceptional service and sound wealth planning, providing the full range of support they need to pursue their goals and enjoy the rewards of their success.