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How We Work

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies*
  • Retirement investing and distribution strategies*
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?*
  • Are my investments working hard enough?*
  • What’s the best approach for college savings?*
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.


*These services are offered by Brian Stephens through his affiliation with Avantax

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Wealth Management Team

Accounting Team

Administration Team

Shara  Beck

Shara Beck

Director of First Impressions

(281) 422-3087

(281) 837-9868

Audrea Ramos

Audrea Ramos

Client Service Consultant

(281) 206-4834

(281) 837-9868

Buffy  Cline

Buffy Cline

Client Service Consultant

(281) 837-1012

(281) 837-9868

Tori Guerrero

Tori Guerrero

Client Service Representative

(832) 572-3954

(281) 837-9868

Clear Lake - Wealth and Tax Team

Donna Vosefski

Donna Vosefski, EA

Tax Advisor and Administrative Consultant

(281) 486-7358

(281) 486-8730