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
Susan Sanchez, 2024 NAPA Top Women of Excellence and 2025 NAPA Top Plan Advisors Under 40
