Financial Representative Profiles

Stewart A. Jacobson, JD, CFP® For 20 years Stewart has been servicing clients from diverse backgrounds. I specialize in retirement planning for public and educational employees. [more]

Margaret Lyle Margaret can help you create a financial plan, a personalized "roadmap" that can help you solve your financial problems and achieve your short- and long-term financial goals. [more]

Mark Countryman, CFP® Mark has spent much of his career working with individual investors and implementing employee benefit programs for small businesses and not-for-profit organizations. [more]

Richard B. Kiley, CFP® My client-centered approach can help you assemble a customized portfolio including insurance and risk management strategies to meet your unique needs. [more]

Jeffery C. Farris, CFP® Jeff began his career focusing on the needs of educators and has since broadened the scope of his business to include sole proprietors, retirees and small businesses. [more]

Jana W. Ullman Jana has served as the Retirement Services Coordinator for the Houston Independent School District (HISD), where she counseled retirees on the transition from educator to retiree. [more]

James R. "Rick" Adams Rick can help you create a financial plan, a personalized "roadmap" that can help you solve your financial problems and achieve your short and long-term financial goals. [more]

Jeffrey W. Evans Jeff understands the important role a financial representative plays in helping individuals and families achieve their life goals. [more]

Albert Kemp Albert develops long-term working relationships with clients, providing financial solutions as they progress through their careers on into retirement. [more]

Jaclyn Bell Jaclyn takes pride in helping clients achieve their goals whether it be one specific goal, such as retirement, or a comprehensive plan for education, insurance and long-term care. [more]

Monte Houston Monte will work one-on-one with you to understand your current financial situation and your financial goals. She will then help you design a financial plan customized to your needs. [more]