Since 1977, our focus has always been on helping our clients reach their financial objectives, while fulfilling their dreams for themselves and their families.
We believe that by reducing or eliminating investment fees, reducing taxes, and removing market volatility, you can increase returns without taking on unnecessary risk in planning for, and living in retirement.
We are part of a national team of over 35 of the top professionals in the financial planning and retirement planning profession. Our team includes CPAs and attorneys who work closely with our clients to bring you the most up to date information and strategies on tax planning, financial planning and retirement planning.
A native Houstonian, John began his career after graduation from Texas A&M in 1977, with American General Life. In 1993, John started his own firm and has been helping his clients achieve financial peace of mind, using
time proven strategies to attain their financial dreams and objectives.
John speaks to groups across the country, including federal agencies about such topics as financial and retirement planning, Social Security, and how to pay for college.
John and his Rosanne enjoy traveling, hunting, golf and working in the yard together, as well as enjoying time with their family.
Jenna Chace is our Community Relations Manager of Houston, Texas Operations and Director of First Impressions.
Jenna is the newest member of the team. Originally from the Orlando, FL area, she is excited to now call Houston her home. She is responsible for the coordination and the administration of the office and ensuring advisors and clients have a productive and informative experience.
Jenna recently earned her BS in Criminal Justice at the University of Central Florida. She has enjoyed many years experience in sales as well as the hospitality industry, and is a great asset to the group.
Austin is our Director of Marketing. His responsibilities include establishing new corporate and private relationships. In addition, Austin sets up our ongoing onsite and webinar financial workshops for our corporate and non-profit clients, their employees and their customers as well
Andrea Robayo is the Community Outreach Coordinator of Houston, Texas Operations
Andrea Robayo graduated from the University at Albany and is a member of the U.S Committee for Refugees and Immigrants (USCRI). She is an active member of the Houston Chamber, American Business Women’s Association, and Autism Society.
Andrea was born in Bogota, Colombia and is a native Spanish speaker. She likes to travel with her family, is an avid fitness geek, and loves to try new restaurants.
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Monday - Thursday: 9am - 5pm
Select Saturdays - before 11:15am by appointment only