Broker Check

Meet the Team

    Leadership

James Starnes, CFP®

James Starnes, CFP

President & CEO

832.220.9171

832.663.6055

Sandra Diaz, COO, CFO

Sandra Diaz, COO, CFO

COO/CFO

832.592.0005

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

Todd Mackler, AAMS®

Todd Mackler, AAMS®

Executive Senior Partner

321.341.0099

832.663.6055

Sammy Salek, CFP®, AWMA®

Sammy Salek, CFP®, AWMA®

Director of Asset Management, Financial Planner

713.417.0086

832.663.6055

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

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

Senior Consultant

205.277.8937

832.663.6055

Daniel Carroll

Daniel Carroll

Director of Field Development

832.220.9385

832.663.6055

Michael Porter, CFP®, CPA

Michael Porter, CFP®, CPA

Director of Field Development

832.519.1901

832.663.6055

Paul Park

Paul Park

Director of Field Development

936.581.3042

832.663.6055

Destiny Nelson

Destiny Nelson

Talent Acquisition Coordinator

832.220.8016

832.663.6055

Makenzee Hanna

Makenzee Hanna

Client Service Associate

832-519-0684

Sharon Agosto

Sharon Agosto

Client Service Associate

Olga Gracia

Olga Gracia

Bookkeeper

832-592-1147

    Advisors

Crystal Nguyen

Crystal Nguyen

Wealth Management Advisor

832.259.4888

832.663.6055

Lydia Mobley

Lydia Mobley

Financial Advisor

361.208.4747

832.663.6055

Sathesh Janaki, AAMS®, CRPC®

Sathesh Janaki, AAMS®, CRPC®

Financial Advisor

210.998.9703

832.663.6055

Doug Tinsley

Doug Tinsley

Financial Advisor

713.294.4799

832.663.6055

Alan Edwards

Alan Edwards

Financial Advisor

727.455.5372

Damon Paull

Damon Paull

Wealth Management Advisor

832.220.3602

832.663.6055

Megan McGlone

Megan McGlone

Financial Professional

630.347.3145

832.663.6055

Steve S. Tawadrous, APMA™

Steve S. Tawadrous, APMA™

Financial Advisor

214.395.6036

Latafath Hussain

Latafath Hussain

Senior Financial Advisor

281.204.1204

Colin Peck

Colin Peck

Financial Advisor

650.575.0734

David Ashley, ChFC, CLU, CASL, LUTCF

David Ashley, ChFC, CLU, CASL, LUTCF

Senior Wealth Manager

281-204-1232

Kathleen DeShazo

Kathleen DeShazo

Senior Investment Professional

281-204-1253

Tim Bonner

Tim Bonner

Senior Financial Advisor

229.977.4903

Doug Stefanini

Doug Stefanini

Senior Financial Advisor

Meet the Advanced Planning Group Team

The advanced planning group offers a comprehensive support system of financial planners who are accessible and responsive in their approach. Through supporting our business, we gain their knowledge to help formulate an up-to-date strategy to help address your financial needs.

Meet the Team

Totus Network Partners

At Home Financial

Donna Corbett

Donna Corbett

At Home Financial LLC - Office Manager

785.671.4663

Keith Corbett

Keith Corbett

At Home Financial LLC - Financial Advisor

785.671.4663

Explore At Home Financial

Stender Financial

Joy Seiver

Joy Seiver

Stender Financial - Registered Representative

281.204.1244

Mary Stender, LUTCF

Mary Stender, LUTCF

Stender Financial - Registered Representative

281.204.1252

Explore Stender Financial

Yarbrough Financial Group

Catherine Yarbrough

Catherine Yarbrough

Yarbrough Financial - Account Executive

855.203.1874

R. Andrew Yarbrough Jr.

R. Andrew Yarbrough Jr.

Yarbrough Financial - Senior Wealth Manager 

855.203.1874

Explore Yarbrough Financial Group

Suntree Financial Services

Tom Wilson

Tom Wilson

Wealth Management Advisor

321.610.9915

Explore Suntree Financial Services

Patin Wealth Partners

Gerard L. Patin, CFP®

Gerard L. Patin, CFP®

Wealth Management Advisor

337-284-8924

337-314-9319

Explore Patin Wealth Partners

Clarity Financial Wealth Management

Heather Chavez

Heather Chavez

Assistant to Manuel R Chavez

386-237-4607

(386) 320-3722

Manuel R Chavez

Manuel R Chavez

President

386-237-4607

(386) 320-3722

Explore Clarity Wealth Management

Kodiak Wealth

Andrew McCay, President

Andrew McCay, President

Senior Wealth Manager

205.283.1174

Explore Kodiak Wealth

ELEVATE Wealth Management

Justin Smith

Justin Smith

239.896.0309

Explore ELEVATE Wealth Management

Firmitas Financial

Frank G. Ramirez, MBA

Frank G. Ramirez, MBA

Financial Advisor

(713) 302-9413

Explore Firmitas Financial

Burrows Capital Advisors

Don Burrows

Don Burrows

Founding & Managing Partner, Financial Advisor

(832) 835-1950

Clint Auttonberry

Clint Auttonberry

Co-founder and Partner, Financial Advisor

(832) 835-1950

Michael Agol

Michael Agol

Co-founder and Partner, Financial Advisor

(832) 835-1950

Rolando Villarreal

Rolando Villarreal

Director of Operations, Financial Advisor

(832) 835-1950

Ashley Villarreal

Ashley Villarreal

Controller

(832) 835-1950

Melissa Davis

Melissa Davis

Office Manager

832-835-1950

Explore Burrows Capital Advisors

Featured Wealth Management

JR Foreman

JR Foreman

Founder, Wealth Management Advisor

469-541-0316

469-541-0347

Explore Featured Wealth Management

Ensign Financial Partners

Dan Ferrin

Dan Ferrin

Partner - Director of Insurance

480.313.0855

Liza Garcia

Liza Garcia

Partner - Director of Tax Planning

480.309.4822

Todd Clarke

Todd Clarke

Managing Partner

(480) 440-5965

Explore Ensign Financial Partners

Strategy Partners

Jake Young

Jake Young

Financial Advisor

JJ Fogle

JJ Fogle

Financial Advisor

Explore The Strategy Partners

The Anchor Group

Ryan Leggett

Ryan Leggett

Chief Executive Officer, Senior Wealth Manager

(804) 673-9070

Explore The Anchor Group

Inspired Wealth Solutions

Ashley Folkes CFP®, CPWA®, CRPC®, RICP®, CEPA

Ashley Folkes CFP®, CPWA®, CRPC®, RICP®, CEPA

Financial Advisor

480-793-3926

Explore Inspired Wealth Solutions