Our Associates

Tara focuses on marketing, compliance and project management while also providing client services and support with administrative tasks.

Her outgoing personality and ability to identify trends, opportunities and strategic marketing plans while ensuring they are aligned with company goals make her an asset to our team. 

Tara lives in Montgomery, Texas with her husband and children. She is an amazing cook who enjoys gardening and growing her own vegetables.

Abra greets everyone who calls or walks through our door with a smile! Her positive attitude and team spirit is appreciated by all. Abra is responsible for addressing client inquiries and processing requests while ensuring satisfaction and maintaining detailed records.

Abra lives in Magnolia and is a proud Aggie Mom who enjoys camping and the outdoors with her husband and children.

As an essential part of our team dynamic, John provides support to the financial advisors in our office as well as to our clients by handling administrative duties, client communication, and ensuring compliance with regulatory requirements. John also assists in creating social media content, marketing materials and organizing client events.

John and his wife live in Montgomery, Texas along with their five boys. He enjoys refurbishing classic cars and has a love for dogs.

Barbara is at the forefront of client communications and record management for our office. She organizes and maintains client information, ensuring accuracy and confidentiality in all documentation. Her experience in business operations keeps daily operations running smoothly.

Barbara often escapes the Texas heat by traveling to Colorado with Todd. She enjoys cooking, sewing, canning, and serving her community.