CEO | Founder
713-527-3400
rgebhard@sovereigngrp.com
Senior Vice President, Wealth Advisor, Sales Manager
nbritt@sovereigngrp.com
Senior Vice President, Branch Operations Manager
pdixon@sovereigngrp.com
Managing Director
dhanson@sovereigngrp.com
Managing Director, Wealth Advisor
281-491-2800
jim@swealthadvisors.com
Managing Partner
361-884-0008
wlv@sovereigncoast.com
Vice President, Wealth Advisor
713-527-3456
jblair@swealthadvisors.com
Senior Vice President, Wealth Advisor
713-527-3454
brad@swealthadvisors.com
deaton@sovereigngrp.com
pevans@sovereigngrp.com
(713) 527-3400
cfahy@sovereigngrp.com
bkgay@sovereigngrp.com
713-527-3413
mholder@sovereigngrp.com
Rob Lee, CFP® CRPS®
rlee@sovereigngrp.com
713-527-3442
smchale@sovereigngrp.com
rmeckler@sovereigngrp.com
epearson@sovereigngrp.com
jpeskin@sovereigngrp.com
mpeskin@sovereigngrp.com
spetty@sovereigngrp.com
tcastillo@sovereigngrp.com
Paul Wobbe, CFP®
pwobbe@sovereigngrp.com
713-594-4743
dyauger@sovereigngrp.com
David Spann, CFP®, CRPC®
Wealth Advisor
713-527-3432
dspann@swealthadvisors.com
Vice President - Wealth Advisor
713-527-3440
sdrumond@swealthadvisors.com
President and Founder
949-464-7299
ctang@modernwealth.com
Operations Manager
bock@modernwealth.com
Associate VP of Client Engagement
courtney@swealthadvisors.com
Director of Financial Planning
kmeade@swealthadvisors.com
Client Relationship Manager
dsilva@sovereigngrp.com
Senior Client Service Associate
tarthur@swealthadvisors.com
Client Services Associate
aweber@swealthadvisors.com
Branch Operations Manager
jmoore@swealthadvisors.com
cthatcher@swealthadvisors.com
Director of Happiness