Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Associates
Brandon Coonse
Chief Operating Officer
Derek Schug, CFA
Senior Vice President, Head of Portfolio Management
Emilia Bailey, CPFA®
Retirement Plan & Service Advisor
George Veazey
(In Memorial)
Jacob Wellman-Cooper
Client Service Associate
Kara Murphy, CFA
Chief Investment Officer
Tim Hudson, M.S., CFP®, CEPA®, CLU, ChFC
Managing Partner, Cypress TX
Victoria Balser
Head of Marketing and Client Experience Strategy
Advisors
Brandon Coonse
Chief Operating Officer
Derek Schug, CFA
Senior Vice President, Head of Portfolio Management
Emilia Bailey, CPFA®
Retirement Plan & Service Advisor
George Veazey
(In Memorial)
Jacob Wellman-Cooper
Client Service Associate
Kara Murphy, CFA
Chief Investment Officer
Tim Hudson, M.S., CFP®, CEPA®, CLU, ChFC
Managing Partner, Cypress TX
Victoria Balser
Head of Marketing and Client Experience Strategy
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.