Totus Wealth Management: Comprehensive Financial Guidance

LIVE THE LIFE
YOU CAN IMAGINE

Totus Wealth Management helps you navigate complexities and
provide comprehensive guidance to envision and pursue your goals.

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Find Your Advisor

Adam Corwin, CFP®
Ahren Schulz
Andrew McCay
Ashley Villarreal
Ashley Foreman
Ashley Gaylor
Belle Walker
Brett Bargery, CLU
Brian Fox
Candace McCoy
Carla Landon
Catherine Sachko
Cathy Richardson
Clint Auttonberry
Colin Peck
Connie Binz
Craig Buchholz, CPRC®
Crystal Nguyen
Dalton Campbell
Daniel Carroll
Daniel Carroll
David Ashley, ChFC, CLU, CASL, LUTCF
David A. Hicks, J.D.
David Biddle
Deric Governale
Don Burrows
Donna Corbett
Dorothy Murdock
Douglas Stefanini
Edward Grant
Evan Metzger
Fabian Hernandez
Felicia Reyes
Frank G. Ramirez, MBA
Gerard L. Patin, CFP®
Howard Rubin
James Starnes, CFP®
James Starnes, CFP®
James Starnes, Jr
Jeff Panik
Jenny M. Blanchard
Jessica Real
JJ Fogle
John Schaeufele
John W. Wheeler, Jr. CFP®, CLU, ChFC, CRPC, LUTCF, LACP, CLTC
John W. Wheeler, Jr. CFP®, CLU, ChFC, CRPC, LUTCF, LACP, CLTC
Jonathan Starnes
Jordan Morse
Joy Seiver
JR Foreman
JR Chappell
Justin Smith
Katherine Rich
Kathleen DeShazo
Katie Burke
Keith Corbett
Kelly Wassman
Kimberly O’Hara
Kristan Patin
Larry Roemer
Latafath Hussain
Layton Hamel
Lisa Eckerd
Lisa Smith
Lydia Mobley
Madison Bray
Martavius D. Jones
Mary Stender, LUTCF
Megan Pawlowski
Michael Porter, CFP®, CPA
Michael Schutza, TPCP®
Minna Whitcher
Mitchell Hadley
Nancy Gallagher
Olga Gracia
Olivia Kitchens
Paul Park
Paul Belcher
Payton Justice
Payton Denney
Raymond P. Bardoul, CLU, ChFC, AEP, CLTC
Richard Tull
Richard L. Farrar, CFP®, CLU®, AEP, ChFC®
Richard L. Farrar, CFP®, CLU®, AEP, ChFC®
Rick Binz
Rick Bernstein
Rolando Villarreal
Sammy Salek, CFP®, AWMA®, CIMA®
Sandra Diaz, COO, CFO
Sathesh Janaki, AAMS®, CRPC®
Scott Blanchard
Scott Trousdale
Sharon Agosto
Steve S. Tawadrous, APMA™
Steven Julian
Tim Bonner
Todd Mackler, AAMS®
Todd Clarke
Tom Wilson
Travis Fox
Travis Vollmering

Leadership Team

John W. Wheeler, Jr. CFP®, CLU, ChFC, CRPC, LUTCF, LACP, CLTC

Executive Senior Partner

Daniel Carroll

Director of Field Development | Financial Representative

Sammy Salek, CFP®, AWMA®, CIMA®

Director of Asset Management

Richard L. Farrar, CFP®, CLU®, AEP, ChFC®

Senior Consultant

Totus Talks: Perspectives That
Go Beyond the Portfolio

Join thoughtful conversations that explore the ideas shaping financial lives
today—from planning and investing to family, legacy, and purpose. Totus
Talks brings you insights from advisors and industry voices at Totus WM,
designed to help you think differently, ask better questions, and make
more confident financial decisions.

Watch Totus Talks

Family Wealth Management Strategies

All clients want to make smart decisions and are concerned with wealth management, planning for retirement, and ensuring their wealth will last. Totus Wealth Management offers comprehensive strategies to help clients live the life they can imagine, both today and tomorrow.

Explore Our Services

A Unique Approach to Wealth Management

Our understanding of your unique situation, goals and dreams guides a robust and time-based financial plan. We focus on potential future challenges and educating you on viable options and alternatives so you are confident in your future and the life you can imagine living.

Take a Unique Approach

Simplify Your Financial Planning

Our calculators help you visualize your financial path. Get a clear view of your potential and plan ahead.

Discover our Calculators

Prepare for Your Future

Totus Wealth Management is growing and we are looking
for extraordinary people to join our team.

Join Our Team

Our Partners

Five Consecutive, Award-Winning Years

Totus Wealth Management has been recognized with the Cetera Circle of Excellence award for five consecutive years. This honor is reserved for top-performing firms across Cetera’s nationwide network. This distinction reflects our team’s unwavering commitment to serving clients with excellence as the standard.

_{The Cetera Financial Group's Circle of Excellence recognition was awarded to Totus Wealth Management; it is not a guarantee of future investment success and should not be construed as an endorsement of by any client.}

Cy-Fair Houston Chamber of Commerce Member

As a member of the Cy-Fair Houston Chamber of Commerce, we take pride in our involvement within the Houston community. We understand the local wants and needs of our clients, and our committed to deepening our knowledge of local regulations and situations that affect the Houston community. Through this understanding, we empower our clients to help achieve their desired version of financial wellbeing, and be confident in their personal situation.

Discover Our Locations

See Where We Are

Financial Planning and Wealth Management FAQs

Planning for the future often starts with a few practical questions. These FAQs can help you better understand how Totus approaches financial planning, wealth management, and long-term client relationships.

How do I choose a financial advisor or wealth management firm?

When choosing a financial advisor or wealth management firm, look for a team that takes time to understand your goals, explains your options clearly, and can help coordinate the major areas of your financial life. Totus works with clients who want thoughtful guidance across retirement, investments, estate planning, insurance planning, and the decisions that shape their future.

What do financial professionals at Totus Wealth Management help clients do?

Financial professionals at Totus Wealth Management help individuals and families make thoughtful financial decisions across retirement, investment planning, estate planning, insurance, and long-term wealth management. Our goal is to help clients understand their options, plan for what may be ahead, and pursue the life they imagine with greater confidence.

When should I start working with a financial advisor?

Many people start working with a financial advisor when they are preparing for retirement, managing a major life change, building wealth, selling a business, receiving an inheritance, or trying to bring more structure to their financial decisions. You do not need to have answers to every question or have everything organized before reaching out. A conversation with a financial professional can help you understand where you are, what matters most, and how we can support and help you pursue your goals.

How does Totus approach comprehensive wealth management?

Totus takes a holistic approach to wealth management by looking at more than one account, investment, or decision. We consider your goals, family, retirement timeline, income needs, legacy wishes, risk exposure, and changing life circumstances so your financial plan can reflect the full picture.

How do I find the right fit for a Totus financial professional for me?

A good advisory relationship starts with fit. Totus offers access to a broad team of financial professionals, allowing you to connect with one whose experience, approach, and areas of focus align with your needs.

LIVE THE LIFE YOU CAN IMAGINE