Broker Check

Our Team

We are independent, yet part of a team. Our leaders bring out the best in each other, valuing and respecting the uniqueness and varied perspectives of one another. 

Neal Britt

Neal Britt

Senior Vice President, Wealth Advisor, Sales Manager

713-527-3400

Paul Dixon

Paul Dixon

Senior Vice President, Branch Operations Manager

713-527-3400

Brandon Gay

Brandon Gay

Vice President, Wealth Advisor

713-527-3400

Rob Lee

Rob Lee, CFP® CRPS®

Senior Vice President, Wealth Advisor

713-527-3400

Steve McHale

Steve McHale, CFP®

Senior Vice President, Wealth Advisor

713-527-3442

Elisia Pearson

Elisia Pearson

Senior Vice President, Wealth Advisor

713-527-3400

Doug Yauger

Doug Yauger

Senior Vice President, Wealth Advisor

713-594-4743

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