Our Team | Houston Financial Advisors

All of our Financial Advisors are Certified Financial Planner™ professionals with extensive experience in financial planning and investment management. With a combined 80 years of experience, our advisors can handle all of your financial needs.

We also have a dedicated Client Service Team to ensure we always go above and beyond for our clients. Please click on our individual biographies to learn more about our roles and responsibilities.

Mike Booker

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Shareholder
Financial Advisor

CFP®, ChFC®, CFS®

Bryan Zschiesche

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Shareholder
Financial Advisor

CFP®, MS, MBA

Heath Hightower

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Shareholder
Financial Advisor

CFP®

Mike Minter

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Shareholder
Portfolio Manager

CFP®, CFS®

Will Goodson

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Financial Advisor
CFP®

Marie Villard

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Director of Operations

Annette Gibson

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Client Service Specialist