Meet the Team

Our team is composed of highly educated and qualified advisors dedicated to making sure you receive high-quality customized portfolios, tax strategies tailored to your income situation, and investment planning unique to your family’s goals. We know the stresses that come with dealing with financial decisions and offer hands-on advice and resources to give the peace of mind needed. With multiple CFP, CPA, and CFA professionals on staff, our advisors in The Woodlands are ready and willing to help you get your financial future on the right track.

Jeffrey G. Rhame, CFP®

Jeffrey G. Rhame, CFP®

Co-Founder & Senior Wealth Manager

Kyle M. McClain, CFP®, CIMA®

Kyle M. McClain, CFP®, CIMA®

Partner & Senior Wealth Manager

Kyle Nickerson, CFP®, CIMA®

Kyle Nickerson, CFP®, CIMA®

Wealth Manager

David Hunter

David Hunter

Chief Investment Officer

Thomas Balis, CFA®, APMA®, CMFC®

Thomas Balis, CFA®, APMA®, CMFC®

Portfolio Analyst

Michael Rivers, CFA®, MBA

Michael Rivers, CFA®, MBA

Portfolio Analyst

Roland Thornton, AIF®

Roland Thornton, AIF®

Chief Compliance Officer

Brecklynn Williams, CFP®

Brecklynn Williams, CFP®

WEALTH MANAGER

Tyler Miller, CPA, CFP®

Tyler Miller, CPA, CFP®

WEALTH MANAGER

Clay Hostetter, CPA

Clay Hostetter, CPA

TAX PLANNING MANAGER

Kirstee Cameron

Kirstee Cameron

client relationship manager

Kim Ayala

Kim Ayala

CLIENT SERVICE MANAGER

Thomas Ward

Thomas Ward

CLIENT SERVICES ASSOCIATE

Melissa Jacobs

Melissa Jacobs

CLIENT SERVICE ASSOCIATE

Michael R. Gorrell, CFP®

Michael R. Gorrell, CFP®

RETIRED CO-FOUNDER

CONNECT WITH OUR

Financial Advisors

Send our team a message and we will respond via phone or email in one business day.