(713) 599-1777
(877) 599-1778
5177 Richmond Ave. • Suite 700
Houston, Texas 77056

Professionals

		Steven R. Goodman, CPA, CFP^® President, Chief Investment Officer				James S. Lucas, CPA, CFP^® Executive Vice President, Managing Director

		Paul E. Brill Executive Vice President, Director of Operations				Ed Roth, CFA, CPA, CFP^®, CEBS Vice President, Investment Advisory Services

		Wade D. Egmon, CPA, CFP^® Client Service Manager				Jeanie G. Weathington, CFP^® Director of Research

		Drew R. Roever Financial Planner/Analyst				Jose R. Alfaro Account Administrator

		Christina R. Thomas Executive Administrative Assistant