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 |

Lindsay Lambert, C(k)P®, CPFA®, CRPS®

Senior Vice President - Financial Advisor, Corporate Retirement Director

713-651-3323
Email | | |
David

David O'Donnell

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

713-853-0804
Email |
Jennifer West

Jennifer West

Client Associate

713-888-8739

Connie Diaz, APP

Senior Registered Client Associate

713-651-3369

Jodi Stibora

Senior Registered Client Associate

713-888-8724

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

Echelon Wealth Strategist