Broker Check

Meet the Team

    Leadership

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, Certified Financial Planner

713.417.0086

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

    Advisors

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

Our Process

At Home Financial 

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Our History

Stender Financial 

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Our Values

Yarbrough Financial

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Our Process

CFG Capital Management

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Our History

Kodiak Wealth Management 

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Our Values

Clarity Financial Wealth Management

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Our Process

Suntree Financial Services

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Our History

ELEVATE Wealth Management

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Our Values

Firmitas Financial

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