We believe that each member of our team possesses unique abilities and talents and that combined, provide for a positive client experience. Meet our team, based in Kingwood, Texas:
Vice President | Financial Planner
Christopher has a passion for helping his clients developing retirement income planning strategies with an emphasis on creating tax-free income in retirement. He helps design retirement income plans that will help enable his clients to...
CEO | President | Financial Planner
Gary is a Texas native and is a well-known Financial Planner and since 1994 has conducted numerous educational and light-hearted seminars for fraternal organizations, senior groups, church groups and public workshops in the...
Jill provides high-level administrative support for the firm, which includes conducting research, preparing statistical reports, handling information requests, and performing clerical functions. She is responsible for preparing...
Vice President | Investment Professional
Michael has been assisting people with protecting, preserving, accumulating, and transferring their wealth since 2008. He has an extensive knowledge of financial planning issues, taxes, estate planning, investments, and risk management...
Senior Administrative Assistant
A graduate of the University of Houston, Rachel is the face of Kingwood Investment Group. She is the main contact in the office for our clients. She is in charge of opening all new accounts, obtaining passwords for clients, sending out...