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Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. Having witnessed friends and family struggling to find the help they needed to map out their financial future, many of us were driven to this field to help build security for our loved ones.

We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. 

Our team approach adds perspective to all we do and provides increased benefits to our clients.

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Meet Our Team

Administrative & Support Staff

Karen Gee

Karen Gee

Field Liaison Coordinator

(713) 561-8106

(713) 621-5327