News

“Building Bridges to Retirement Security”
Advisor Magazine
October 18, 2016

“Five Star Wealth Managers You Need to Know”
The Wall Street Journal
November 2, 2015

“Five Star Wealth Managers You Need to Know”
Alcalde, the official alumni magazine of The University of Texas
November/December 2014

“Local Finance Advisor Wins Five Star Wealth Manager Award”
Fort Bend/Katy Business Journal, page 27
October 2011, page 27

Life Gave Her Lemons, So She Made Lemonade”
The Houston Chronicle, Jessica O’Rear
FACES IN THE CROWD
October 15, 2010

Five Star Award is based on 10 objective eligibility and evaluation criteria including: minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, fulfillment of firm’s internal review, accepts new clients, client retention rates, client assets administered, number of client households, education and professional designations. The award is not indicative of the wealth managers’ future performance. For more information please visit www.fivestarprofessional.com.