Our Team



Ron and Robert are a couple of "good old boys" brought up on the traditional values Texans treasure; they enjoy working with down-to-earth people who appreciate personal attention and quality service.



“Like many of our clients, my wife Brenda and I are empty-nesters who desire the freedom to enjoy all the opportunities life has to offer.”
Ron is a Lone Star state native with close to three decades of investment and tax planning knowledge under his belt. As a young boy working with his dad in the family trucking business, he learned early the importance of a strong work ethic and integrity.

“My mother took me to church. The lessons I learned there established a lifestyle of honesty and accountability,”
he reflects. “We serve our clients in a way that respects their values, and helps them protect their way of life.”



Away from the office, Robert enjoys spending weekends with his family on Lake Livingston.
Robert has been helping people with their tax and retirement planning for over 20 years. Also born and raised in Texas, Robert knows the financial issues you face. Through years of experience, he can create a complete wealth planning strategy designed to help you enjoy your retirement years without money worries.

“Our personal service and in-depth tax planning set us apart,” he says. “Our clients can count on us to create tax- efficient strategies to help address their needs and goals.”



Cody and John and their furry family
at their home Dream Catcher Ranch
Cody was born in Chicago, raised in Texas, and has always had a love for animals and horse competitions. She and her husband John, together at their ranch, work with children and adults alike training them in the art of horsemanship in and out of the arena.

In her professional life Cody reached her family's retirement financial goals before the age of 40. She has carried those same principles in her day-to-day financial management practices, helping families of all ages in the same conservative custom, with her industry experience of over 23 years. Before joining the firm, Cody was a Divisional Vice President for one of the oldest and largest financial companies in the country. She brings a wealth of advanced knowledge, global experience and hands-on expertise to your investment account right here locally in Fort Bend County.

“We provide uptown financial advice for a hometown price.”