Our team strives to provide an elevated standard of care to individuals, families, and businesses both locally and around the country. Our mission is to become clients' most trusted partner by leveraging our experience, expertise, and passion for making a difference to help them live more meaningful and impactful financial lives. Our commitment to this mission is defined by three core principles:
Together, we can help you meet your financial future with more confidence.
Hien is a seasoned professional with well over a decade of experience in the financial services industry. To Hien, being a Portfolio Manager is his profession...helping people is his Career. He graduated Magna Cum Laude from the University of Houston and was a cofounder of the Cougar Investment Research Group (CIRG). In his free time, he's an avid angler and enjoys volunteering.
Brittney grew up in Minnesota and attended the University of St. Thomas where she earned a bachelor's degree in marketing and communications. She enjoys spending time with her family and exploring local parks with her husband (Dan) and son (Peyton).
Logan was born and raised in Snyder, Texas.
Caitlyn was born and raised in Rockwall, Texas. She served in the US Navy for 11 years and then earned her bachelor’s degree in Business Administration from Texas Woman’s University. She enjoys spending time with her friends and family and golfing with her husband Michael.
After you complete the form below, I will contact you to set up a no-obligation, complimentary consultation. During our meeting, we'll discuss your financial goals, the personalized advice I provide, and the costs associated. I look forward to meeting you and discussing your financial future.
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I will contact you to set up a complimentary meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with me.
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This offer is valid only in the United States.
The initial consultation provides an overview of financial planning concepts. You will not receive
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If you have friends or family members who have financial questions or could use a second set of eyes, please let them know about my practice. When you refer me, they will receive an email with a link to my website where they can learn about what it’s like to work with me and reach out for a complimentary consultation, if they choose. I look forward to the opportunity to help your friend or family members achieve their financial goals.
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