Associates

Austin Office

• David Rodriguez, CFP®

  CERTIFIED FINANCIAL PLANNER™

• Robert Bagby

  Financial Advisor

• Jeff Brecht

  Financial Advisor

• Zachary Sasser

  Financial Advisor

Houston Office

• Andrew Mulder, AIF®, CRPS®

  Accredited Investment Fiduciary® Charted Retirement Plans SpecialistSM

• Chris O'Connell

  Financial Advisor