Our Team

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

Leadership

Russell Gebhard

CEO | Founder

713-527-3400

rgebhard@sovereigngrp.com

Neal Britt

Senior Vice President, Wealth Advisor, Sales Manager

713-527-3400

nbritt@sovereigngrp.com

Paul Dixon

Senior Vice President, Branch Operations Manager

713-527-3400

pdixon@sovereigngrp.com

Managing Directors

David Hanson, CFP® AIF® ChFC®

Managing Director

713-527-3400

dhanson@sovereigngrp.com

Jim Hawryluk, AIF®, C(k)P®

Managing Director, Wealth Advisor

281-491-2800

jim@swealthadvisors.com

William Vaseliades

Managing Partner

361-884-0008

wlv@sovereigncoast.com

Wealth Advisors

John Blair

Vice President, Wealth Advisor

713-527-3456

jblair@swealthadvisors.com

Brad Bowman

Senior Vice President, Wealth Advisor

713-527-3454

brad@swealthadvisors.com

Daniel Eaton

Vice President, Wealth Advisor

713-527-3400

deaton@sovereigngrp.com

Phillip Evans

Vice President, Wealth Advisor

713-527-3400

pevans@sovereigngrp.com

Charlie Fahy

Managing Director

(713) 527-3400

cfahy@sovereigngrp.com

Brandon Gay

Vice President, Wealth Advisor

713-527-3400

bkgay@sovereigngrp.com

Matthew Holder

Vice President, Wealth Advisor

713-527-3413

mholder@sovereigngrp.com

Rob Lee, CFP® CRPS®

Senior Vice President, Wealth Advisor

713-527-3400

rlee@sovereigngrp.com

Steve McHale, CFP®

Senior Vice President, Wealth Advisor

713-527-3442

smchale@sovereigngrp.com

Ron Meckler

Vice President, Wealth Advisor

713-527-3400

rmeckler@sovereigngrp.com

Elisia Pearson

Senior Vice President, Wealth Advisor

713-527-3400

epearson@sovereigngrp.com

Jeff Peskin

Vice President, Wealth Advisor

713-527-3400

jpeskin@sovereigngrp.com

Marty Peskin

Vice President, Wealth Advisor

713-527-3400

mpeskin@sovereigngrp.com

Stephen Petty

Vice President, Wealth Advisor

713-527-3400

spetty@sovereigngrp.com

Teresa Theobald

Vice President, Wealth Advisor

713-527-3400

tcastillo@sovereigngrp.com

Paul Wobbe, CFP®

Vice President, Wealth Advisor

713-527-3400

pwobbe@sovereigngrp.com

Doug Yauger

Senior Vice President, Wealth Advisor

713-594-4743

dyauger@sovereigngrp.com

David Spann, CFP®, CRPC®

Wealth Advisor

713-527-3432

dspann@sovereigngrp.com

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Benjamin Ock

Operations Manager

949-464-7299

bock@modernwealth.com

Christine Tang, CFP®

President and Founder

949-464-7299

ctang@modernwealth.com

Staff

Courtney James

Associate VP of Client Engagement

281-491-2800

courtney@swealthadvisors.com

Kimberly Meade, CFP®

Director of Financial Planning

713-527-3400

kmeade@swealthadvisors.com

Jackie Ortiz

AVP Client Services

713-527-3400

jortiz@sovereigngrp.com

Diva Silva

Administrative Assistant

713-527-3400

dsilva@sovereigngrp.com

Champ

Director of Happiness

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