James Starnes, CFP®
President & CEO
John W. Wheeler, Jr. CFP®, CLU, ChFC, CRPC, LUTCF, LACP, CLTC
Executive Senior Partner
Daniel Carroll
Director of Field Development
Paul Park
Director of Field Development
Michael Porter, CFP®, CPA
Director of Field Development
Sammy Salek, CFP®, AWMA®, CIMA®
Director of Asset Management
Kathleen DeShazo
Senior Investment Professional
David Ashley, ChFC, CLU, CASL, LUTCF
Senior Wealth Manager
Crystal Nguyen
Wealth Management Advisor
Sathesh Janaki, AAMS®, CRPC®
Financial Advisor
Brett Bargery, CLU
Financial Professional
Frank G. Ramirez, MBA
Financial Advisor
Katie Burke
Administrative Assistant for Kathy DeShazo
Kimberly O’Hara
Relationship Manager
David Biddle
Financial Advisor
Lydia Mobley
Financial Advisor
Michael Schutza, TPCP®
Financial Planner / Tax Planning Certified Professional®
Financial Planning
A solid financial plan is the foundation of success. We’ll work with you to develop a personalized plan that aligns with your goals, no matter where you are in life.
Retirement Planning
We assess your current savings, future income needs, and investment strategy to develop a customized plan that ensures you can enjoy your ideal retirement.
Estate Planning
Leaving a legacy requires a strategic plan. We’ll help you navigate the complexities of your plan, minimizing tax liabilities and protecting your assets.
Insurance Planning
We’ll help you find the coverage you need to protect what matters most. No matter your needs, we help you build a safety net for you and your loved ones.
Circle of Excellence Recipient
We are a different kind of wealth management firm with a purpose and drive to offer customized solutions to our clients in order to help eliminate financial complexities. We empower our clients through years of financial knowledge to help achieve their desired version of financial well-being, and be confident in their personal situation. And as a Circle of Excellence Award recipient, presented by Cetera, we're extremely honored to have our knowledge pay off. We look forward to continuing to serve our clients with this standard of excellence for years to come..
This recognition is not a guarantee of future investment success and should not be construed as an endorsement of the advisor by any client. Recevied: 2021 & 2022.
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 are committed to deepening our knowledge of local regulations and situations that affect the Houston community. Through this understanding, we help clients feel confident in their personal circumstances and work toward achieving their vision of financial well-being.