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
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
pwobbe@sovereigngrp.com
713-594-4743
dyauger@sovereigngrp.com
Wealth Advisor
713-527-3432
dspann@sovereigngrp.com
Operations Manager
949-464-7299
bock@modernwealth.com
President and Founder
ctang@modernwealth.com
Associate VP of Client Engagement
courtney@swealthadvisors.com
Director of Financial Planning
kmeade@swealthadvisors.com
AVP Client Services
jortiz@sovereigngrp.com
Administrative Assistant
dsilva@sovereigngrp.com
Director of Happiness