Broker Check

Houston, TX Main Office

701 North Post Oak Rd.
Suite 320 Houston, TX 77024

Main: 832.220.3602
Fax: 832.663.6055

Email: info@totuswm.com

Meet the Team

James Starnes, CFP®

James Starnes, CFP®

President & CEO

832.220.9171

832.663.6055

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

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

Executive Senior Partner

832.482.9684

832.663.6055

Daniel Carroll

Daniel Carroll

Director of Field Development

832.220.9385

832.663.6055

Paul Park

Paul Park

Director of Field Development

936.581.3042

832.663.6055

Michael Porter, CFP®, CPA

Michael Porter, CFP®, CPA

Director of Field Development

832.519.1901

832.663.6055

Sammy Salek, CFP®, AWMA®, CIMA®

Sammy Salek, CFP®, AWMA®, CIMA®

Director of Asset Management

713.417.0086

832.663.6055

Kathleen DeShazo

Kathleen DeShazo

Senior Investment Professional

281-204-1253

David Ashley, ChFC, CLU, CASL, LUTCF

David Ashley, ChFC, CLU, CASL, LUTCF

Senior Wealth Manager

281-204-1232

Crystal Nguyen

Crystal Nguyen

Wealth Management Advisor

832.259.4888

832.663.6055

Sathesh Janaki, AAMS®, CRPC®

Sathesh Janaki, AAMS®, CRPC®

Financial Advisor

210.998.9703

832.663.6055

Brett Bargery, CLU

Brett Bargery, CLU

Financial Professional

817-733-2104

David Biddle

David Biddle

Financial Advisor

806-790-4198

Frank G. Ramirez, MBA

Frank G. Ramirez, MBA

Financial Advisor

(713) 302-9413

Katie Burke

Katie Burke

Administrative Assistant for Kathy DeShazo

281-543-8475

Kimberly O’Hara

Kimberly O’Hara

Relationship Manager

239.235.7869

832.663.6055

Lydia Mobley

Lydia Mobley

Financial Advisor

361.208.4747

832.663.6055

Michael Schutza

Michael Schutza, TPCP®  

Financial Planner / Tax Planning Certified Professional®

(318)-935-9155