Broker Check




Team Directory


Find A Team Member

  • Aldo Ochoa, Jr.
  • Alex Soler ChFC®, CLU®
  • Amelia "Mel" Glover
  • Carter Rowles, ChFC®, CLU®, LUTCF®
  • Darren Klinefelter, CFP®, ChFC®
  • Dawn Ornelas, RICP®
  • Grace Almaguer
  • Hondo Harris
  • Hunter Gall
  • Jack Adams
  • Jamie Solis
  • Jennifer Johansen
  • Johnathon Zamudio, CRES®
  • Jonathan Powell, CFP®
  • Lori Plant
  • R. Andrew Flores, CFP®, CPWA®, AEP®, ChFC, CLU
  • Ryan Reyna, CRES®, CLU®
  • Savannah Cook
  • Susana "Susie" Scribner
  • Victoria Price


Leadership

Aldo Ochoa

Aldo Ochoa, Jr.

Partner

(713) 402-6474

(713) 402-6401

Hondo Harris

Hondo Harris

Financial Consultant

(361) 888-6669

(361) 883-6792

Jonathan Powell

Jonathan Powell, CFP®

CERTIFIED FINANCIAL PLANNER® professional

(832) 616-5082

(713) 402-6401

R. Andrew Flores

R. Andrew Flores, CFP®, CPWA®, AEP®, ChFC, CLU

Senior Partner, Certified Private Wealth Advisor®, CERTIFIED FINANCIAL PLANNER® professional

(361) 888-6669

(361) 883-6792

Financial Professionals

Alex Soler

Alex Soler ChFC®, CLU®

Financial Consultant

(713) 402-6490

(713) 621-4760

Carter Rowles

Carter Rowles, ChFC®, CLU®, LUTCF®

Retirement Planning Specialist

(512) 794-2304

(512) 794-2304

Darren Klinefelter

Darren Klinefelter, CFP®, ChFC®

CERTIFIED FINANCIAL PLANNER® professional

(720) 252-4429

(720) 687-2792

Dawn Ornelas

Dawn Ornelas, RICP®

Associate Financial Consultant

(512) 794-2304

(512) 794-2382

(512) 794-2304

Hunter Gall

Hunter Gall

Associate Financial Consultant

(361) 888-6669

(361) 883-6792

Jack Adams

Jack Adams

Financial Consultant

(361) 888-6669

(361) 883-6792

Jamie Solis

Jamie Solis

Director of Client Engagement, Associate Financial Consultant

(361) 888-6669 x 3

(361) 883-6792

Johnathon Zamudio

Johnathon Zamudio, CRES®

Financial Consultant

(361) 888-6669

(361) 883-6792

Ryan Reyna

Ryan Reyna, CRES®, CLU®

Associate Financial Consultant

(361) 888-6669

(361) 883-6792

Support Staff

Amelia

Amelia "Mel" Glover

Client Relationship Manager

Grace Almaguer

Grace Almaguer

Client Relationship Manager

Jennifer Johansen

Jennifer Johansen

Client Relationship Manager

Lori Plant

Lori Plant

Client Relationship Manager

Savannah Cook

Client Relationship Manager

Susana

Susana "Susie" Scribner

Client Relationship Manager

Victoria Price

Victoria Price

Client Relationship Manager

(512) 794-2304


Texas-based, Nationwide Reach: Serving Clients Across the U.S.

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