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®
Co-Founder & Senior Wealth Manager

Kyle M. McClain, CFP®, CIMA®
Partner & Senior Wealth Manager

Kyle Nickerson, CFP®, CIMA®
Wealth Manager

David Hunter, CFA, M.E.C.
Chief Investment Officer

Roland Thornton, AIF®
Chief Compliance Officer

Brecklynn Williams, CFP®, CIMA®
WEALTH MANAGER

Tyler Miller, CPA, CFP®, CIMA®
WEALTH MANAGER

Clay Hostetter, CPA, CFP®, CIMA®
TAX PLANNING MANAGER

Kirstee Cameron
client relationship manager

Kim Ayala
CLIENT SERVICE MANAGER

Thomas Ward
CLIENT SERVICES ASSOCIATE

Melissa Jacobs
CLIENT SERVICE ASSOCIATE

Luke McClain
WEALTH MANAGEMENT ASSOCIATE & MARKETING COORDINATOR

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.