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Advisor Directory

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Albert Mathias (Matt) Krohn
Senior Vice President - Financial Advisor
Consulting Group
phone713-888-8706
Randy Nelson
Senior Vice President - Financial Advisor
phone713-888-8730
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Tiffany Floyd, AWMA®
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone432-687-8954
Frank O'Neill, AWM
Managing Director - Financial Advisor
Senior Consulting Group
phone713-888-8710
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Marc Sancton, CFA®, CFP®, CPA*
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone713-888-8716
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Kevin Roberts
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone713-853-0819
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Kelly Killough, CFP®
First Vice President - Financial Advisor
Consulting Group
phone713-888-8715
David Miller
First Vice President - Financial Advisor
Consulting Group
phone713-888-8734
Jack Pendergrast
Senior Vice President - Financial Advisor
phone713-651-3386
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Scott Waltmon
Senior Vice President - Financial Advisor
phone713-853-0862
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Will Hardee, AWM
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone713-853-0869
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Leslie B. Fox, CFA
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone713-888-8707
Jeff Clawson, CFP®
Senior Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone713-651-3348
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Carl Lambert
Senior Vice President - Financial Advisor
Corporate Retirement Director
phone713-651-3324
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Gene Theobald
Senior Vice President - Financial Advisor
phone713-651-3329
Bill Cone
Senior Vice President - Financial Advisor
Consulting Group
phone713-888-8705
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John McIntyre
Senior Vice President - Financial Advisor
Consulting Group
phone713-888-8711
Otho Evans
First Vice President - Financial Advisor
phone713-651-3378
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David O'Donnell
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone713-853-0804
Brent Howard
Senior Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone713-888-8709
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Lindsay Lambert, CPFA®, CRPS®
Senior Vice President - Financial Advisor
Corporate Retirement Director
phone713-651-3323