Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Advisors

Advisor photo for John Ramzy

John Ramzy

CFP®, Ph.D.

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit John Ramzy's website


Team

Linda Vogeley

Linda Vogeley

Registered Client Service Associate

Qualifications

  • 31 Years of Experience in Financial Services
  • Licensed Texas Insurance Agent
  • Series 7 Licensed
  • Series 66 Licensed

Roles & Responsibilities

  • Operations and Client Service
  • Marketing and Event Management
  • Client Referral Coordinator
  • Point of Contact for Clients
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