A Holistic Approach to Wealth Management

Focus
With years of hands-on experience in personalized wealth management, Greyson is committed to helping individuals and businesses develop customized financial and investment strategies tailored to their specific needs and goals. His expertise spans investment management, liability planning, risk mitigation and estate planning guidance, ensuring that every client receives strategic, personalized financial solutions.

Greyson’s approach is grounded in trust, market insight, and a deep understanding of financial landscapes. He has successfully guided clients through changing economic conditions, helping them make informed decisions that preserve and grow their wealth. He earned the Sports & Entertainment Accredited Wealth Management AdvisorTM designation, which equips him with specialized knowledge to serve high net worth clients in the sports and entertainment industries.

As a senior financial advisor, Greyson provides a high-touch, one-on-one client experience. He takes the time to listen, analyze, and develop pragmatic financial strategies that reflect his clients’ personal and professional ambitions – from complex wealth planning to retirement readiness and legacy preservation.

Background and experience
Greyson’s passion for finance began at Houston Christian University, where he served as Director of Finance for the Student Government Association. He began his career at Wells Fargo Advisors while still in school, quickly earning recognition for his commitment to client service and financial insight. Since then, his capabilities have evolved into a comprehensive, holistic approach to wealth advisory.

Away from the office
Greyson’s greatest inspiration comes from his significant other, Vianey, and their son, Leonardo. Their presence keeps him grounded and focused on leading with purpose and integrity. He’s deeply committed to community involvement, actively supporting the Boys & Girls Club of America and Alzheimer’s Association. As a proud member of Phi Kappa Psi, he continues to value leadership, service, and professional growth.

Outside of work, Greyson is a passionate car enthusiast and frequent traveler, always looking to learn from other cultures. One of his favorite destinations is the Cook Islands, where he finds inspiration and a deeper appreciation for global heritage.

Focus
Daniel is a CERTIFIED FINANCIAL PLANNER® professional at Wells Fargo Advisors who brings over a decade of experience in the wealth management industry, having previously worked at JPMorgan, Charles Schwab, UBS, and Morgan Stanley. His passion is helping individuals and families navigate their financial journeys with confidence by creating personalized strategies tailored to their unique goals.

Background and experience
Daniel earned his BS in Economics with a minor in Business from Texas A&M University and completed the education portion of his CFP® certification at Rice University. Fluent in Spanish and proud of his South American heritage, he brings a multicultural perspective to wealth planning, offering thoughtful guidance to clients from a wide range of backgrounds. He specializes in investment management, retirement planning, and wealth preservation, always prioritizing trust, transparency, and long-term success.

Away from the office
Beyond work, he has a deep love for traveling and sports. Daniel’s hobbies include cheering on Texas A&M football, playing soccer, and staying active through men’s fitness. He is also passionate about giving back to the community, having volunteered with the Boys & Girls Club of America and continuing to support causes that empower future generations.

Focus
Charmaine Ollie is a dedicated Senior Client Associate at Wells Fargo Advisors, known for her exceptional attention to detail and consistent, high-level support of both clients and advisors. With a strong commitment to service excellence, she ensures a seamless experience across all aspects of the client relationship.

Background and experience
Charmaine began her career in the financial services industry in 2003 at Bank One, working in banking across various roles until 2010. In 2010, she joined JPMorgan as a Client Associate, continuing to build her expertise in client support and operational efficiency. Since 2014, she has brought that same level of professionalism and care to Wells Fargo Advisors, where she plays an integral role on a high-performing team. She holds FINRA registrations Series 6, Series 7, Series 63 and Series 66.

Away from the office
Outside of work, Charmaine is a proud mother to her son Cinco who is the light of her life. She’s also a passionate foodie who enjoys exploring new cuisines and discovering hidden culinary gems. Her warmth, energy, and genuine care extend well beyond the office – qualities that continue to strengthen her relationships both professionally and personally.

Thomas is the Area Manager for the Greater Houston market at Wells Fargo Advisors, a role he has held since March 2023. In this position, he oversees a team of financial advisors and drives strategic growth across the region. Prior to this, he served as Executive Director & Market Director – Wealth Management at J.P. Morgan Securities from April 2016 to April 2023, where he led advisory efforts throughout Houston and Southwest Texas. Before that, Thomas was Market Sales Manager at Merrill Lynch (November 2011–April 2016), managing sales initiatives across 55 advisors and 60 banking centers, and held roles as an associate advisor at both Weaver & Tidwell and Raymond James/Securities America. 

With deep roots in the Houston community and a proven track record across top-tier firms, Thomas combines leadership, client-centric strategy, and wealth management expertise to drive both team success and client outcomes.