Clear Lake Satellite Office

Satellite Office

17225 El Camino Real, Suite 333
Houston, TX 77058

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    See our Licenses and Disclosures

    MAIN OFFICE


    Our Financial Professionals

    1. Aaron Adams

      Clear Lake Satellite Office

      Focus:

      • Insurance Strategies
      • Military
      • Business Owners
      • Business Succession Planning
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      Languages:

      • English
    2. David "Dave" Allen, CFP(r)

      CFP®

      Clear Lake Satellite Office

      Focus:

      • Investment Strategies
      • Insurance Strategies
      • College Funding Strategies
      • Risk Management Strategies
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      Languages:

      • English
      • David Ashley

        ChFC®, CLU®, CASL®, LUTCF®

        Clear Lake Satellite Office

        Focus:

        • Insurance Strategies
        • Investment Strategies

        Languages:

        • English
        • Brett Cristiano

          Clear Lake Satellite Office

          Focus:

          • Investment Strategies
          • Business Owners
          • Insurance Strategies
          • Retirement Income Planning
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          Languages:

          • English
          • Aimee Cristiano

            Clear Lake Satellite Office

            Focus:

            • Insurance Strategies
            • Business Owners
            • Retirement Income Planning
            • College Funding Strategies
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            Languages:

            • English
            • Kathleen DeShazo

              Clear Lake Satellite Office

              Focus:

              • Insurance Strategies
              • Business Owners
              • Investment Strategies
              • Retirement Income Planning
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              Languages:

              • English
              • Janet L. Garner

                LUTCF®

                Clear Lake Satellite Office

                Focus:

                • Insurance Strategies
                • Investment Strategies

                Languages:

                • English
                • Vanessa Garza

                  Clear Lake Satellite Office

                  Focus:

                  • Insurance Strategies
                  • LGBTQ
                  • Investment Strategies

                  Languages:

                  • English
                  • Latafath Hussain

                    Clear Lake Satellite Office

                    Focus:

                    • Insurance Strategies
                    • Business Owners
                    • Investment Strategies

                    Languages:

                    • English
                    • Joy Seiver

                      Clear Lake Satellite Office

                      Focus:

                      • Retirement Income Planning
                      • Retirement Strategies
                      • Insurance Strategies
                      • College Funding Strategies
                      • Show More

                      Languages:

                      • English
                      • Mary Stender

                        CLU®, LUTCF®

                        Clear Lake Satellite Office

                        Focus:

                        • Retirement Income Planning
                        • Retirement Strategies
                        • Insurance Strategies
                        • Investment Strategies
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                        Languages:

                        • English
                        • Brett Thiery

                          Clear Lake Satellite Office

                          Focus:

                          • Retirement Strategies
                          • Investment Strategies
                          • Retirement Income Planning
                          • Insurance Strategies
                          • Show More

                          Languages:

                          • English
                          CRN202109-253382