About

We believe in empowering our clients with financial knowledge and confidence to help them pursue their life goals. Using customized, goal-oriented investment strategies, we will work with you to create a strategy that works for you.

Meet Our Team

Chad L. Glessman, AAMS

Private Wealth Financial Advisor
Managing Director - Investments

Phone Number

(281) 414-1900

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Certificates

AAMS

Kathy S. Thompson

Officer
Private Wealth Senior Registered Client Associate

Heather E. May

Senior Registered Client Associate

Phone Number

(281) 584-4431

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