Frank O'Neill, AWM

Managing Director - Financial Advisor, Senior Consulting Group

713-888-8710
Email |

John E. (Jeb) Bundock

Senior Managing Director - Financial Advisor

713-888-8727
Email |
David

David O'Donnell

Managing Director - Financial Advisor

713-853-0804
Email |

Connie Diaz, APP

Senior Financial Associate

713-651-3369

Ashlie Craig

Client Associate

713-888-8704

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.

Patrick Darby

Wealth Planning Associate