Broker Check

Office One

2707 West Baker Road

Baytown, TX 77521

Office Two

16850 Royal Crest Drive

Houston, TX 77058

Our Team

Wealth Management Team

Accounting Team

Administration Team

Shara  Beck

Shara Beck

Director of First Impressions

(281) 422-3087

(281) 837-9868

Emily Barrow

Emily Barrow

Client Service Representative

(281) 407-1959

(281)837-9868

Audrea Ramos

Audrea Ramos

Client Service Consultant

(281) 206-4834

(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