About Our Houston Advisory Team

The advisory team in our Houston, TX office focuses on retirement plan advisory and individual financial planning services. The team helps clients establish and reach financial goals by using an asset allocation approach.

Connect with the Houston team to assist in getting you on the path to financial success.

Acquired by AssuredPartners on 9/9/21.

Your Houston Advisory Team

Houston_David Miller
David M. Miller, CLU, ChFC, AIF ®
Financial Advisor
Houston_Susan
Susan Sanchez, CPFA, ARPC, AIF®
Financial Advisor

Employee Benefits Advisory Services

We also offer employee benefits advisory services.  Learn more at AssuredPartners.com.

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