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Houston Advisors

Taylor Kovar
Lufkin, TX
73%
Helpful
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.

73%
Helpful
Joseph Birkofer
CFP
Houston, TX
Firm
Legacy Asset Management, Inc.
Fee Structure
Asset-Based
Biography

Over the past 15 years, Joe has been, and continues to be, passionate about helping his clients (business owners and their families and employees) concentrate on financial planning and asset allocation. His own experience as a business owner has given him great insight into the demands of running a successful enterprise.

A consultant to individual and corporate clients for the evaluation of retirement plans, Birkofer also works with plan sponsors to improve communications, monitor investment performance and streamline administration. Joe specializes in retirement planning, 401-k retirement plan design, asset allocation, investment selection, employee retirement plan communications, ERISA regulations, and DOL 401-k audits.

In addition to being a Certified Financial Planner™ and a Registered Investment Advisor, Joe heads up the firm's Retirement Plan consulting practice, working with plan sponsors to improve investments, communications and streamline administration. Prior to co-launching Legacy Asset Management with Rick, he served as a Trust Officer with Texas Commerce Bank.

Joe earned his Bachelor of Science in Foreign Service from Georgetown University and his MBA from the University of Texas, Austin. Currently, Joe heads up the Rice University Certified Financial Planner™ program where he teaches Employee Benefits and Retirement Planning. By instructing others about financial planning, Joe is constantly and consistently tuning up his skills in order to teach a new generation of financial planners.

Joe regularly provides commentary for national media including The New York Times, Wall Street Journal, Money Magazine, CBS Market Watch, and locally for the Houston Chronicle, local radio, and television programs. Joe is an active member of the community, serving as a Board Member of The Periwinkle Foundation, St. Anne's School Foundation, and a member of Goodwill Industries' Business Council.

Lauren Lindsay
CFP®
Houston, TX
Firm
Personal Finance Advisors, LLC
Fee Structure
Fee-Only
Biography

Lauren Lindsay, CFP, is the Director of Financial Planning, and focuses on fee-only, comprehensive financial planning for both individuals and corporate clients. As a former high school teacher, client education is a priority of Lauren’s and she has delivered financial education seminars around the country.

Prior to joining Personal Financial Advisors, Lauren worked in Boston, Massachusetts as a fee-only planner with her own firm, Beacon Financial Planning and Compass Planning Associates. Before that, Lauren was employed at Putnam Investments in Boston where she earned numerous awards for client services. Her Putnam experience included servicing Institutional 401(k) client services, and she traveled and presented to corporate clients nationally. She also worked in Human Resources on the 401(k) and EDC plans, as well as assisted Marsh and McLennan employees and their families through the Putnam Preferred Access group. Before joining the financial planning profession, Lauren taught high school English and Drama in London, England. She has been in the financial planning field since 1998.

Lauren is a member of NAPFA, the National Association of Personal Financial Advisors, a national organization of fee-only financial planners. She is the Treasurer of the William B. Travis Foundation and is the Chairman of the Finance Committee for the Houston Heights Woman’s Club. She belongs to the Junior League of Houston, Pi Beta Phi Alumnae Association, the Tiger Athletic Foundation (TAF) and is an administrator for Heights Kids Group. She is active in the Woodland Heights Civic Association, and works on the annual Lights in the Heights Celebration, as well as volunteering for the Travis Elementary PTA. She has created teaching content for the online CFP course at Boston University, and is a graduate of Joe Hurley’s 529 Boot Camp for Advisors.

With her teaching background, she brings a unique perspective to the challenge of financial planning. She has instructed classes on financial education topics for local colleges and corporations nationwide, such as PepsiCo, Bose and Harvard University. Lauren has also been quoted in national periodicals on financial topics, including CNBC.com, Financial Advisor, The Journal of Financial Planning, Self, Money Magazine, Financial Advisor Magazine, The Boston Globe, The Wall Street Journal and U.S News and World Reports, as well as on the online web journal at Bankrate.com.

Lauren grew up on Cape Cod in Massachusetts and loves all things beach-related. She lives in Houston with her husband, Lee, and daughter, Grace. Lauren enjoys reading and travel in her spare time.

Craig Parks
CFP®, CRPC
Houston, TX
Firm
Houston Wealth Management
Fee Structure
Hourly, Project/Set Fee, Percentage based on Assets Under management (AUM)
Biography

Craig Parks is the founder and primary advisor at Houston Wealth Management headquartered in Houston, TX. Craig provides financial planning, investment management, tax planning and other wealth management services to successful families and individuals, non-profits and business entities in the Houston area and throughout Texas. Craig's expertise includes retirement planning, social security benefit planning, executive compensation benefit analysis, preservation and growth of investment portfolio assets, and comprehensive financial planning.

Prior to founding Houston Wealth Management, Craig worked over 10 years as an investment and retirement advisor with Morgan Stanley Smith Barney, ING and an independent investment firm in Texas. Prior to his career in financial services, Craig's background and experience in engineering provides a base for understanding complex concepts. It was, however, his interest in investing and business that led Craig to leave engineering for graduate business study. Craig combines his diverse experience with a sincere respect and interest for others through his work at Houston Wealth Management for the firm's clients and partners.

Craig is proud to be a Certified Financial Planner (CFP) practitioner in good standing since 2007. He also completed the Chartered Retirement Planning Counselor(SM) (CRPC®) in 2006 and holds the FINRA Series 66 securities license.  Craig earned his Master of Business Administration degree from Rice University- Jesse H. Jones Graduate School of Business (Houston, TX) and holds a Bachelor of Science degree in Engineering from Lehigh University (Bethlehem, PA). Craig believes that ongoing education is a lifetime commitment.  He actively participates in the national and Houston area Financial Planning Association meetings, conferences and events.

Craig is strongly committed to the success of communities that he belongs. His community activities include service and leadership in his neighborhood and at the local elementary school. Craig is also a longtime volunteer and leader in the Lehigh Alumni Association in Houston and in the Northeast. He regularly volunteers as a youth sports coach for his children's sports teams in the West Houston Christian Sports League. He and his wife, Ruth, reside with their two children in the West Memorial/Energy Corridor section of Houston.

Craig enjoys music and music performance of all kinds, and as a past drum major, he eagerly awaits the opportunity to lead his neighborhood's annual July Fourth Parade. Other current interests and areas for improvement include working on his tennis backhand and eliminating his annoying golfer's slice.

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.

Gary Wulf
CIMA®, CDFA®
The Woodlands, TX
Firm
Morgan Stanley
Fee Structure
Fee-Based
Biography

Many of  Gary Wulf's clients come to him as they are facing some type of life transition event, such as divorce, job loss, pending marriage or the birth of a child or grandchild. Some are not currently receiving the attention and help that they deserve.

Gary works with clients' divorce attorneys and CPA's for personal transitional financial planning. His clients are busy, successful professionals and business owners whose lives are filled to overflowing by the demands of career and their desire to spend time with family and friends. Sometimes, Gary's clients have little time left over for other important things such as planning for their future.

Gary and his team help their clients organize their financial lives and visualize their future. They then help them to define meaningful, achievable goals, and craft a plan designed to help put them on track to strive towards those goals.

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.

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."

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