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Houston Advisors

Henry Bragg
Houston, TX
Firm
Hill Investment Group
Biography

Henry leads Hill Investment Group’s client service and development efforts in Texas. Based in Houston, Henry’s primary focus is extending the reach of the firm's high-touch service.

Henry graduated with an MBA from Rice University’s Jesse H. Jones Graduate School of Business, a Master’s in Accounting from the University of Virginia’s McIntire School of Commerce and a Bachelor’s in Finance with Honors from Arizona State University. Henry also has his CPA and Certified Financial Planner (CFP®) designation.

Henry began his career at Ernst & Young, working in audit, fraud & forensic consulting, and business process mapping. Prior to joining Hill, Henry was a partner and Director of Planning at a successful wealth management firm in Houston.

Leveraging his experiences and entrepreneurial spirit, Henry has pioneered and perfected wealth visualization techniques to help wealthy individuals see opportunity and make better financial decisions in context of their current situation.

Henry met his wife Laurence in 1999 and married nine months later. While it seemed crazy at the time, looking back, it was the best decision Henry ever made. They have three children- Kathryn, Julia, and Henry, Jr. Their dog’s name is Libby. She’s a feisty Tibetan Terrier.

Aaron Karas
Houston, TX
Firm
Insight Wealth Strategies
Biography

Aaron Karas is a comprehensive, fee-based financial planner who began his career in the financial industry in 2008. His primary areas of expertise are financial planning, investment portfolio management, liability management, trust and estate planning, banking, and hedging strategies. He offers objective, strategic advice designed to help his clients accumulate, retain, protect, and transfer their wealth.

In his practice, Aaron focuses on his clients’ aspirations and uses his unique insight to create a financial plan and brings his passion for excellence in helping his clients achieve their goals. He works closely with his clients’ attorneys, CPAs, and other advisors, integrating their efforts to effectively help his clients implement the recommended strategies to guide them toward their financial goals; Aaron provides a great deal of personal attention to help adapt their plan to fit their current circumstances.

Prior to joining the Insight team, Aaron was an advisor/financial planner at Wells Fargo. Before that, he was a licensed private banker at JP Morgan Chase where he assisted clients with their investments, both commercial & personal. Aaron achieved his Bachelor of Arts degree from Baylor University and was a letterman of the football team. At Baylor, he cultivated his passion for helping others achieve their goals. He is a proud husband and father and lives in The Woodlands, TX where he was raised.

Christine Powell
Houston, TX
Firm
Pensionmark Houston
Biography

Pensionmark provides investment advisory services to a variety of qualified retirement plans including 401k, defined benefit, cash balance plans as well as non-qualified plans such as incentive stock options (ISO's) and executive compensation programs. They commit their extensive expertise to plan fiduciaries in carrying out their fiduciary duties and overseeing plan investments. They also offer wealth management and financial planning services to high net worth individuals and families seeking an organized and structured process.

As managing director of Pensionmark Houston, LLC. Christine Powell has more than 40 years of consulting experience and has served as an industry expert on FINRA arbitrations. Prior to Pensionmark, Christine worked as a Registered Investment Advisor at Morgan Stanley Smith Barney for 23 years. During her 22 years with Smith Barney, Christine received several awards for outstanding achievements as a 401k plan consultant. She worked as a Senior Manager in the Employee Benefit Consulting Group for the southwest region of KPMG for a decade.

Christine earned her BS in Mathematics from Missouri State University. She earned her Pension Funds and Money Management Certificate from University of Pennsylvania-The Wharton School, and her Financial Planning Certificate from the Metropolitan College of Denver.

Matthew Lankford
Houston, TX
Firm
KL Wealth Management at RJ Capital Advisors
Biography

Matthew Lankford's strong background in creating operational workflows and managerial procedures for investment teams started goes back over 15 years. Matthew was very successful with the Wealth Management Division of Merrill Lynch and became what is now known as a “breakaway” broker. He pursued his passion by joining a fee-only based RIA practice that is now thriving as a complete wealth management solution for high net worth clients.

Prior to joining his current firm, Matthew worked closely with institutional clients and university retirement plans for Arrowhead Asset Management and oversaw several locations for TMFS, one of the nations largest and fastest growing RIAs. He is currently the director of technical and quantitative analysis with KL Wealth Management at RJ Capital Advisors. He earned a BBA in Finance from Texas State University, holds the FINRA Series 65 license and is currently enrolled in the Executive Financial Markets Program at Yale University.  Matthews robust experience with high net worth families benefits the clients we represent and work with every day. 

Robert Wyrick 1
Houston, TX
Firm
Post Oak Private Wealth Advisors, LLC
Fee Structure
Fee-Only
Biography

Robert Wyrick is the former CEO at Texas Capital Management & Research, and Chief Investment Officer for a national money management firm. Rob has advised current and former employees of many of the world’s largest companies. Post Oak Private Wealth Advisors is the perfect culmination of his career and experience. His insight and vision is integral to the firm and clients.

When Managing Partner Robert M. Wyrick, Jr. launched MFA’s predecessor firm Texas Capital Management & Research in 1993, he believed his team could build a company that delivered transparency, simplicity and value that his competitors were not offering.

Following the acquisition of Texas Capital Management & Research, his goal was to use their blue-chip training and experience to build the premier fee-based advisory firm focused on limiting costs, minimizing taxes and delivering consistent investment performance across all market cycles.

Post Oak Private Wealth Advisors is a Houston based boutique advisory firm specializing in hedged-risk investment management, tax strategies and distribution planning for corporate employees.

From their flagship risk-managed portfolios to their proprietary tax and distribution planning strategies, the company's end-to-end solutions stand as testament to their commitment to revolutionize the way people manage and view market risk and distribution planning. Robert's services assist current and former employees at many of the nations largest corporations.

John Langston
Houston, TX
Firm
Robertson Wealth Management
Biography

John Langston is a Financial Advisor and Senior Vice President at Robertson Wealth Management. He has worked there for six years in their Humble, Texas office. He has been a registered Financial Advisor with First Allied Securities for over twelve years. John graduated from Wichita State University in 1978. John prides himself on providing sound financial advice to small businesses and those who are retired, or near retiring.

Rohit Millstein
Sugar Land, TX
Firm
Millstein Advisors, LLC
Fee Structure
Fee-Only
Biography

Rohit Millstein majored in Economics at the University of Chicago. After graduating at age 19 with both departmental and general honors, he joined First Boston Corporation (later absorbed by Credit Suisse) serving in various roles in Information Technology, Quantitative Equity Research and Equity and Convertible Bond trading.

He left Wall Street to co-found a software product company, Relay Communications, a few months after IBM began selling its first PCs. In addition to leading Relay as its President, Rohit used the experience gained at First Boston to manage the company pension fund and ultimately negotiate the sale of Relay to a then publicly traded company.

After a hiatus during which he undertook an in depth study of yoga, Rohit attended London Business School as a Sloan Fellow, graduated with distinction and joined the school’s venture capital firm working to create technology transfer startups with other University branches, primarily University College London and Kings College.

Upon returning to the US in 2002, Rohit created a low volatility investment fund. He then joined Fidelity Investments and after a brief stint there, moved to Texas for family reasons and founded Millstein Advisors, LLC, a Registered Investment Advisor, which manages, according to its latest regulatory filing as of December 21, 2015, $16.1m.

In his spare time, Robert is an avid yoga teacher and practitioner and spent six years as a Big Brother. He also fumbles around on the piano.

Chris Wootton
Conroe, TX
Firm
Game Plan Advisers, Inc
Biography

Chris Wootton is the Owner and an Investment Advisor Representative of Game Plan Advisers, Inc., a registered investment advisor and also offers personalized financial planning services through Craig Wear, CFP, Inc. Chris Wootton graduated from the University of Houston with a degree in Accounting. His background includes accounting, financial, trading and management in both the public and private sectors.

From a family tragedy, he witnessed devastating financial effects of illness, nursing homes and lack of planning. Chris believes "most financial disasters are the result of procrastination. With a little prudence and planning they can be avoided, thus reducing the stress on our loved ones and ourselves." His family’s tragedy became a driving passion that led him to help others through the financial services industry.

Chris and Craig have been friends for nearly two decades and colleagues for over half of that time. He and his family are active in their church, love the outdoors and traveling.

Taylor Kovar
Lufkin, TX
Firm
Kovar Capital
Fee Structure
Fee-Based
Biography

Taylor is the CEO and founder of Kovar Capital Management LLC. After starting his finance career with a major Wall Street firm, Taylor decided to branch off and start Kovar Capital in order to provide his clients with a more personal wealth management experience. He has been quoted and published in a variety of different media on topics ranging from healthcare to youth ministry to technology to, of course, personal financial management. Before founding Kovar Capital, he was a key member of the team that helped launch and implement one of the fastest growing healthcare technologies in the United States, HealthTrust Software.

Kovar Capital is a luxury boutique wealth management firm nestled in the heart of beautiful downtown Lufkin. As fee-based, fiduciary professionals, Taylor and his team most often serve in the role of financial life managers for successful business owners, healthcare specialists, c-suite executives, and other public figures such as politicians and professional athletes. In this capacity, Taylor's team monitors, manages, and implements strategic plans for their client’s vast array of assets, regardless of their type or location. With a strong focus on providing truly holistic advice, taylor is committed to serving families and businesses with an exclusive wealth management experience.

His passion in life is to be the example of what a Godly husband, father, and businessman represents. He lives his life and treats others the way that he wants to be treated and it is this lifestyle that has made him a trusted advisor to individuals and businesses across the globe.

Taylor is married to his high school sweetheart, Megan, and they live in Lufkin with their two young children.

Kathryn Hayden
Houston, TX
Firm
Raymond James & Associates
Biography

Kathryn Hayden has more than 35 years of securities industry experience. She began at Reynolds Securities, then joined Kidder, Peabody & Co., where she spent ten years as regional vice president. Soon after, Katie was hired in 1989 by PaineWebber/UBS Financial Services, Inc. Katie has held managerial, marketing, training and investment management consulting positions in both the broker/dealer and investment advisory industries. In the investment advisory area, she has held director of marketing and client relationship roles, primarily at Roxbury Capital Management.

Katie began her affiliation with Raymond James in January 2017, and along with Robert Wayne Jamail Sr. created the Jamail Hayden Group. Katie’s expertise includes working with high-net-worth individuals and families, providing holistic wealth planning, investment portfolio construction and performance monitoring.

Katie is an active member of Investment Management Consultants Association.

Stephanie Herrera
The Woodlands, TX
Firm
PFS Investments
Biography

Stephanie joined Primerica in 2001 after hearing about a business opportunity from a Primerica Representative. At that time in her life, she was working as a home schooled Mom and was searching for a chance to improve her family's quality of life.

Primerica allowed Stephanie to be her own boss, work as many or as little hours as she chose, and enjoy an unlimited income potential, all while helping families become debt free and financially independent.

For Stephanie, the Primerica Opportunity was a dream come true. Today, her organization continues to grow and she is on her way to fulfilling her goals and dreams. Stephanie is not the typical financial professional, she understands how money works because she has been taken advantage of one too many times!

Stephanie works with real people with real issues. Her ideal client is one who wants to send their children to college without debt, would like to get educated on the options they have on becoming debt free and financially independent, and want to have the ability to retire.  

Stephanie wants to teach people "how money works."

Stephanie Doyle
Cypress, TX
Firm
Stephanie E. Doyle Investment Management
Fee Structure
Fee-Only
Biography

Prior to establishing Stephanie E. Doyle Investment Management in 2006, Stephanie worked as an Investment Consultant at Charles Schwab where she advised clients as well as served as interim acting Branch Manager.  She became very involved in the Advisor Network referral program which ignited her passion to establish her firm.

In 2006, Stephanie founded Stephanie E. Doyle Investment Management, an independent fee-based investment advisory firm, with the primary focus of effectively managing the downside risk of investing while trying to capture a majority of the upside in returns. She utilizes various risk management techniques including asset allocation and systematic rebalancing in order to give clients the highest probability of reaching their financial goals.  She uses asset allocation as a strategic approach to diversifying portfolios, combining different types of investments that don’t move in tandem with each other in order to minimize the effects of market volatility. She uses systematic rebalancing as a disciplined approach that helps reduce overall portfolio risk by selling portions of assets that have become overweighted in a portfolio and using those proceeds to buy assets that have become underweighted because of market fluctuations. 

Stephanie offers both ongoing money management and stand alone investment and financial planning including retirement planning, estate planning, college planning and social security planning. She is an independent fiduciary, selling no products and accepting no commissions, giving her the ability to render complete objectivity when making recommendations. 

Stephanie graduated from Stephen F. Austin State University in 1993 with a Bachelor's degree in Finance. She lives in Cypress with her husband and two children. They are active members of their Church. She enjoys playing tennis, snow skiing, boating and spending time with her family.

Marques Cormier
Houston, TX
Firm
ZT Wealth
Biography

Marques Cormier is an Senior Planning Advisorworking at Zt Wealth Advisory in Houston, TX and has over 8 years of experience in the finance industry. ZT Wealth is a full-service wealth management firm that provides specialized financial solutions and creates value for our clients through a broad range of financial vehicles, including traditional, alternative and private equity investments. Their success takes its root in our skilled management team and unique private equity opportunities, such as Altus Health, created in partnership with physician-investors to share in the risk and success of the partnership.

Through strong client relationships, innovative strategies and personalized attention, ZT Wealth has experienced rapid growth and has been featured in the “Aggie 100” list for several consecutive years. With a location in New York and another in Dubai, ZT’s solid reputation for financial knowledge is spanning the globe.

ZT Wealth’s predecessor company, ZT Global Investments, was founded in 1997 by Taseer Badar. From their inception, the ZT companies have focused on providing successful solutions for asset management, business growth and development. By catering to middle market investors and institutions, ZT Wealth has successfully evolved into a full-service firm that helps clients and partners flourish in today’s dynamic financial industry. Their strategy is not only original, it’s successful—they invest in what they control. By managing their own investments, they ensure that clients thrive with them, now and in the future.

Scott Wallace
CFP®
Katy, TX
Firm
Wallace Wealth Management
Fee Structure
Fee-Based
Biography

Scott Wallace is a CERTIFIED FINANCIAL PLANNER™ professional with more than 23 years of experience helping individuals and families achieve their short- and long-term financial goals.

In addition, Scott is a Regional Director for the Landmark region of Cetera Advisor Networks. In this capacity, Scott strives to increase regional productivity by mentoring, training and supporting independent financial advisors within his region. Scott’s objective is to help each advisor build and grow a successful practice while providing top quality service to their clients.

Committed to a higher fiduciary standard of excellence, Scott has earned the professional designation of CERTIFIED FINANCIAL PLANNERTM professional. He currently holds securities registrations including the Series 7, 24 and 63, as well as Life and Health insurance licenses.  

Scott shares his time with the community by providing financial consulting and educational workshops benefiting students of all grades throughout Houston and Fort Bend Independent School Districts. To help educate business owners and employees on investing, he frequently speaks to groups offering his knowledge and opinions on the current economic environment. Scott can occasionally be heard on the radio expressing his views on pointed financial planning topics or trends within the industry.

Spending most of his childhood in Spring, Texas; Scott now resides in Katy, Texas with his wife Jenny and their two children, Joshua & Braden. Raising two young boys keep them very busy. When not in the office or attending his boys hockey games, Scott enjoys snow skiing, playing golf, or smoking brisket, ribs or any other good ole Texas BBQ at home while spending time with his family.

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