Your Financial Future.  Our Capable Hands

CONNECT

Address:

4203 Montrose Blvd., 5th Floor
Houston, TX 77006

Phone:

(713) 561 - 8100

Fax/Other:

(713) 621 - 5327

Associates

 
  • Devaron Yates CFP®

    President & Chief Executive Officer

  • Cheryl D. Creuzot, CFP®, J.D., LL.M., MBA

    President Emeritus

  • Stuart Jacobson, LUTCF

    Senior Vice President

  • Sonya Troullier

    Senior Vice President

  • Charles Swindell

    Senior Vice President

  • John “Thiel” Amiss

    President of Amiss Insurance Agency**

  • Gary Badgley

    Associate

  • Colleen Banks

    Associate

  • Scott Blackley

    Senior Vice President

  • Miriam "Alex" Bracey

  • Tommy Brooks

    Associate

  • Israel Cruz

    Field Case Designer

  • Arin Holliman

    Emerging Advisor Fellowship

  • Oliver “Kam” Kneisley, CLU, ChFC

    President of Breakaway Retirement, Inc.**

  • Susan Kyle

    Financial Advisor

  • Catina L. Risper

    Financial Advisor

  • John A. Sicola, CLU, LUTCF*

    Associate

  • Elizabeth Saldivar

    Field Administrator Associate

  • Sandra Arredondo

    Director of Operations

  • Karen Gee

    New Business Manager

  • Kikis Lamadrid

    Exec. Assistant to Sr. Vice President

  • Jacqueline Tennard

    Receptionist

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Check the background of this financial professional on FINRA's BrokerCheck