Garett Steele
CLIENT SERVICE ASSOCIATE
Garett Steele is a dedicated student at the University of Houston, currently pursuing a Finance Degree with a clear focus on becoming a Certified Financial Planner™ (CFP®). With a strong passion for personal finance and wealth management, Garett plans to continue his education at the College of Financial Planning, where he aims to refine his skills and knowledge to help individuals navigate their financial futures.
As a Client Service Associate, Garett plays a vital role in supporting the team with financial analysis, research, and client services. He is actively involved in handling operational tasks and providing administrative support, all while gaining invaluable hands-on experience in the finance industry. His enthusiasm for the field and eagerness to learn make him an integral part of the team, as he continues to balance his academic commitments with his professional growth. Excited for the opportunities ahead, Garett is committed to making the most of his time at the University of Houston, honing the skills that will help him succeed in his future career as a CFP®.
Garett Steele
CLIENT SERVICE ASSOCIATE
Garett Steele is a dedicated student at the University of Houston, currently pursuing a Finance Degree with a clear focus on becoming a Certified Financial Planner™ (CFP®). With a strong passion for personal finance and wealth management, Garett plans to continue his education at the College of Financial Planning, where he aims to refine his skills and knowledge to help individuals navigate their financial futures.
As a Client Service Associate, Garett plays a vital role in supporting the team with financial analysis, research, and client services. He is actively involved in handling operational tasks and providing administrative support, all while gaining invaluable hands-on experience in the finance industry. His enthusiasm for the field and eagerness to learn make him an integral part of the team, as he continues to balance his academic commitments with his professional growth. Excited for the opportunities ahead, Garett is committed to making the most of his time at the University of Houston, honing the skills that will help him succeed in his future career as a CFP®.
A CLOSER LOOK AT
Garett Steele
Garett enjoys hosting steak nights for his family, maintaining an active lifestyle, and has recently developed an interest in golf.
A CLOSER LOOK AT
Garett Steele
Garett enjoys hosting steak nights for his family, maintaining an active lifestyle, and has recently developed an interest in golf.
Our most valuable asset as a firm is the clients we serve.
Get in contact with us using the email or phone number below to get a conversation started. Looking to meet soon? Use the scheduling calendar to book a slot with our team. We’ll call to confirm the meeting and get relevant information so we can get the right experts at the table.
(832) 789-1100
Our most valuable asset as a firm is the clients we serve.
Get in contact with us using the email or phone number below to get a conversation started. Looking to meet soon? Use the scheduling calendar to book a slot with our team. We’ll call to confirm the meeting and get relevant information so we can get the right experts at the table.
