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Advisor Directory

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Albert Mathias (Matt) Krohn
Senior Vice President - Financial Advisor
Consulting Group
phone713-888-8706
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Jeff Heberling
Senior Vice President - Branch Director
phone713-853-0803
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Kevin Roberts
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone713-853-0819
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John McIntyre
Senior Vice President - Financial Advisor
Consulting Group
phone713-888-8711
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Will Hardee, AWM
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone713-853-0869
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Lindsay Lambert, CPFA®, CRPS®
Senior Vice President - Financial Advisor
Corporate Retirement Director
phone713-651-3323
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David O'Donnell
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone713-853-0804
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John E. (Jeb) Bundock
Senior Managing Director - Financial Advisor
phone713-888-8727
Jack Pendergrast
Senior Vice President - Financial Advisor
phone713-651-3386
Brent Howard
Senior Vice President - Financial Advisor
Portfolio Manager - Portfolio Focus
phone713-888-8709
Lucien Harris, MBA
Senior Vice President - Financial Advisor
phone713-651-3349
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Carl Lambert
Senior Vice President - Financial Advisor
Corporate Retirement Director
phone713-651-3324
Jeff Clawson, CFP®
Senior Vice President - Financial Advisor
phone713-651-3348
Bill Cone
Senior Vice President - Financial Advisor
Consulting Group
phone713-888-8705
Otho Evans
First Vice President - Financial Advisor
phone713-651-3378
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Kelly Killough, CFP®
First Vice President - Financial Advisor
Consulting Group
phone713-888-8715
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Tiffany Floyd, AWMA®
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone432-687-8954
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Leslie B. Fox, CFA
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone713-888-8707
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Scott Waltmon
First Vice President - Financial Advisor
phone713-853-0862
Randy Nelson
Senior Vice President - Financial Advisor
phone713-888-8730
David Miller
First Vice President - Financial Advisor
Consulting Group
phone713-888-8734
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Marc Sancton, CPA
First Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone713-888-8716
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Gene Theobald
Senior Vice President - Financial Advisor
phone713-651-3329