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Houston Advisors

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.

Jeremy Matranga
The Woodlands, TX
Firm
Platinum Tax & Wealth Management
Biography

Jeremy Matranga, RFC is a well-known financial educator in The Woodlands, Texas and is President and Founder of Platinum Tax & Wealth Management His experience is in helping retirees and those soon to retire avoid common, costly financial mistakes. Jeremy has advised retirees and pre-retirees, including current and past employees of ExxonMobil, AT&T, Southwestern Energy, Anadarko Petroleum Corporation, and many others.

He is a member of The South Montgomery County Chamber of Commerce and The National Ethics Association, an organization that promotes consumer confidence by providing a source to verify business ethics for financial and insurance advisors. Jeremy has also been on Fox 26 News as a financial analyst several times.

Jeremy and his team provide straight talk, logical thinking, and effective strategies with confidence that can only be gained from years of steering clients through the financial maze. Recommendations and decisions are made solely in the interest of providing the highest value and benefit for each client. Objective solutions combined with tax-efficient investing may help lead to sound financial solutions.

Jeremy has lectured widely on financial topics and speaks regularly to investors in The Woodlands and Houston area. He has earned his RFC from the International Association of Registered Financial Consultants (IARFC). Jeremy’s true passion is spending time with his wife, Cindy, and their children, Lane, Katelyn, and Chase. The Matranga family are members of Woodlands Church located in The Woodlands.

Kevin Roberts 1
Houston, TX
Firm
RBC Wealth Management
Biography

As a Financial Advisor with RBC Wealth Management, Kevin Roberts helps provide equity compensation services to corporations and wealth management services to executives. RBC Wealth Management, a division of RBC Capital Markets, is a recognized leader in employee benefit and compensation plan services. Together with resources from across our firm, Kevin can work to help integrate his clients' stock plan awards into their broader financial picture, transforming independent assets and accounts into a cohesive, fully integrated plan while understanding the regulatory complexities that may challenge these desires.

Among the areas he covers include Rule 144 Transactions, 10b5-1 Plans, Directed Share Programs, Stock Options, Employee Stock Purchase Plans, Financial Planning, and Portfolio Management. He is a NASPP Member (Houston Chapter President) and hold s the Certified Equity Professional® designation. 

Jim Latiolais
Houston, TX
Firm
Cetera Advisor Networks
Biography

Jim Latiolais is an independent financial advisor and have been involved in financial services since 1984. He has access to various products and strategies to support beginning and seasoned investors. An important part of his duties is helping a client to understand risk and in determining their risk tolerances. He then personalize the appropriate strategy or strategies and implement them to help accomplish their objectives. Jim works with clients with investment strategies in both the wealth accumulation stages as well as the wealth distribution stages as well as planning for future events – including life and long term care insurance. He has worked with clients with Special Needs Trusts and other trusts and have several widows in his client base. He has obtained his Series 6, 26, 63 and 65 licenses. His passion is personalizing financial services for his clients.

Jim's hobbies include golf, playing the guitar and cooking. He obtained his Black Belt in Tae Kwon Do at age 50. For the last 20 years he has fed about 100 people every year for his annual Client/Special Friends Crawfish Boil. He makes a Chicken and Sausage Gumbo as well as Shrimp and Crawfish Etouffees. Jim's relatives from Louisiana bring crawfish to boil and alligator and seafood to fry.

Jim enjoys spending time with his family and has been married to his wife Mary since 1986. They have two children, Kara and Nick.

Jim Munchbach
CFP® , CLU®, ChFC® , CPCU®
Houston, TX
Firm
Family Wealth Builder
Fee Structure
Fee-Only
Biography

Jim Munchbach is Financial Coach and CFP® Professional in Houston, Texas. Jim's financial coaching is designed to help individuals, families, and business owners connect their vision, values, and purpose with planning strategies designed to achieve desired results and outcomes.

Jim's specialties in financial coaching includes Family Financial Coaching with Family Purpose Statement, Executive Financial Coaching for Business Owners, Financial Coaching for Couples, Retirement Planning for Women, Family Governance Meetings, Family Office Coaching and Coordination, and Business Transition Planning (Before and after the Sale).

Jim Munchbach is a Certified Financial Planner™, CPCU®, CLU®, ChFC®, speaker, author, and Professor of Personal Finance at the Bauer College of Business at University of Houston. He also lives in Friendswood with his wife Connie, dog Lucy, and two Zebra finches named Tom and Jerry. Jim is an ex-Harley rider turned Goldwing enthusiast. He and Connie love to take their Winnebago camping anywhere and everywhere in Texas. 

Loyd Stegent
Houston, TX
Firm
Stegent Equity Advisors, Inc
Biography

Loyd Stegent is founder and President of Stegent Equity Advisors, Inc., a fee-only investment and financial counseling firm in Houston, Texas that serves the clients of Cornelius, Stegent & Price, LLP.

He is a former Manager of Financial Counseling Services with Deloitte & Touche, LLP and has over fifteen years experience serving the tax, financial and investment planning needs of families, entrepreneurs and charitable organizations. He is a Certified Public Accountant with the Personal Financial Specialist designation and is licensed as a Certified Financial Planner. He is registered with the State of Texas as a Registered Investment Advisor.

His practice focuses on individual wealth creation and preservation, including income and estate tax minimization, investment and retirement planning, and insurance needs analysis. He assists clients in the development of their investment policy statement, providing the foundation for selection of independent money managers best suited to their financial needs.

Mr. Stegent is a contributing author of a new book, Tips from the Top: Targeted Advice from America's Top Money Minds. He provides investment advice to readers of the American Association of Individual Investors' Journal, Mutual Funds Magazine, and Sage Online, an online investment forum offered through America Online, as well as being a frequent speaker with the American Association of Individual Investors as the Chairperson for the Specialized Interest Group for Financial Planning.

He has been an active member of many professional and industry organizations including: The American Institute of Certified Public Accounts, the AICPA Personal Financial Planning Division, the Texas Society of CPAs (currently serving as the Chair Person for the Houston Chapter's Personal Financial Planning Committee of the Texas Society of CPAs), and the Financial Planning Association. He serves as trustee and investment advisor to several religious organizations in Houston.

He obtained his B.B.A. in Accounting from the University of Houston in 1985.

Frank Marrone
CFP®
Houston, TX
Firm
Fieldstone Financial
Fee Structure
Fixed
Biography

After decades in the oil and gas, software and information technology sectors, Frank Marrone began his second career in Financial Planning in 2005. Frank was drawn to financial planning due his strong desire to assist senior executives and small business owners in their pursuit of exit strategy and ultimate retirement. Frank's unique experience is a compliment to the ever expanding collaborative team environment here at Fieldstone Financial.

For more than two decades, Frank and the team at Fieldstone Financial have been providing their clients with the objective advice they need rather than the products they don't all at a cost that allows them to be a part of the solution to the financial challenges ahead for Americans. Corporate and municipal pensions are underfunded, healthcare costs are skyrocketing and the viability of Social Security as they know it is in question. Their clients' survival from a financial perspective depends on their understanding of the road ahead. Investment and insurance products do nothing to address these problems. In fact, these products exacerbate the very issues the commissioned sales people who sell them claim they solve. To Fieldstone Financial advisors, it's simply a matter of core values. They are here to demystify your financial situation so it's finally clear to you.

Tim Lootens
Houston, TX
Firm
Chilton Capital Management
Biography

Tim Lootens is a Wealth Advisor and Trust Officer who works with high net wealth individuals and trust beneficiaries to plan for their financial future. Tim knows from experience that there are many personal and industry impediments to achieving one’s financial ambitions and works closely with each client to identify their goals and, together, determine the best path to reaching those goals. In advising a wide range of clients in varying circumstances, Tim has learned that there is no “one-size fits all” fix when it comes to providing wealth management and financial planning advice. Through his vast experience, Tim knows that the ability to truly listen to his clients and bring peace to their financial lives has enabled him to become his clients’ Trusted Advisor.

During his career, Tim has been fortunate to spend time as an investment analyst, a portfolio manager and a wealth advisor. His previous career in the healthcare industry enables Tim to advise his Investment Team on investments in that industry as well as assist clients and others in navigating personal healthcare issues. In addition, Tim is a CERTIFIED FINANCIAL PLANNER, having achieved the CFP ® designation in 2014. By utilizing financial planning software, his experience and other tools, Tim is able to help clients visually see what their future can be and highlight the steps to get there.

For 2015 and 2016 Mr. Lootens was honored with a Five Star Wealth Manager award. The award is given annually and recognizes service professionals who provide quality services to their clients.

Tim holds a BS in Psychology and a Masters in Healthcare Administration, both from Xavier University in Ohio. Additionally, Tim holds a Masters in Business Administration from The University of Texas at Austin.

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