Focus

As a Private Wealth Financial Advisor, Tod guides successful families through holistic wealth planning. His practice addresses the four cornerstones of wealth: investments, liability management, risk management, and estate planning strategies.

Background and experience

Tod received his undergraduate degree from Tulane University. He acquired the Certified Private Wealth Advisor^® designation from the Investments & Wealth Institute^® in March 2021. He completed the Yale School of Management CPWA^® certification Registered Education Program in January 2021. Tod began his career with Wells Fargo Advisors in 1992; he has been a Financial Advisor with Wells Fargo Advisors for a combined 22 years. Tod participates in continuing education programs to stay abreast of current developments and trends in planning and wealth management; and he abides by stringent ethical standards of professional conduct. Tod’s mission is to apply his education, experience and the significant resources of the firm with care, skill and caution. His advice is objective and unbiased, and he always strives to control fees for his clients. Tod serves a small and select clientele ensuring that every client has unfettered access and receives as much personal attention as they need no matter the size or nature of the opportunities or challenges. Moreover, Tod does his best to help his clients balance reason and emotions to make better long-term financial decisions.

Away from the office

Tod has been a Leader in Bible Study Fellowship for 10 years. He spends his free time with wife Stephanie of 27 years, daughter Hannah who attends Texas Christian University, and son Levi who attends Fort Bend Christian and plays Select Baseball, Basketball and Football. Tod is an avid mountain biker and the family loves Colorado.

CA Insurance License Number: 0I68684. Resident State [TX]

 

Focus

Fred is dedicated to helping his clients meet their financial needs using a holistic planning approach. By focusing on each investor’s specific needs, he develops strategies that help clients reach their financial and life goals.

Background and experience

Fred has worked in the financial services industry since 2001. He has been with Wells Fargo Advisors for the past 16 years. Fred has been recognized as a Premier Advisor for years 2021, 2020 and 2016, a distinction held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.

Fred’s passion for helping families and businesses enable him to provide every client with targeted, comprehensive financial advice and portfolio strategies, delivered with the highest level of personal service and professional integrity. He focuses on assets and investments, liability management, risk management, and estate planning and fiduciary services offered through Wells Fargo affiliates.

Fred has Series 7, 63 and 65 Securities registrations and Life Insurance License.

Away from the office

Fred spends free time with his wife Dana and two children. They enjoy the surf and sand of any beach and hiking National State Parks. His son Jori is an Engineer student at Texas A&M University. His daughter Riley attends River Oaks Baptist School. School breaks find them hunting, fishing and biking. Fred is also an avid golfer and enjoys running and weight lifting.

CA Insurance License Number: 0I68700. Resident State [TX]

"My goal has always been first contact satisfaction. If research is involved, I communicate with clients throughout the process."

 

Background and experience

Denise began her career with Wells Fargo & Co. in 2001 as a Personal Banker in Iowa. She traveled the Stagecoach to Wisconsin in 2003. Denise’s drive for knowledge and growth soon led her to Wells Fargo Advantage Funds as a Client Service Consultant and then onto Wells Fargo Investments as a Registered Sales Assistant. Houston welcomed her to Wells Fargo Advisors in 2008 where she currently has a dual role as a Regional Support Specialist and Private Wealth Senior Registered Client Associate.

With extensive customer service experience, Denise takes pride in providing clients exceptional service and exceeding their expectations. She serves as the team’s point of contact for all operational and administrative tasks, and connection to Wells Fargo & Co. partners and affiliates.

Denise is unfaltering in her responsibility to act with the greatest degree of integrity. Denise has Series 7, 9, 10, 63, 65 Securities registrations and Life Insurance License.

Away from the office

Denise met her husband at the Boston Marathon. She has been running ever since. When not running, Denise can be found riding a bike, walking local park paths, exploring off road trails, relaxing on a waterfront patio – just about anything outdoors. Quite often, their two dogs are close beside. With family at opposite ends, Denise is thankful airlines fly direct from Houston to Des Moines and Boise.

CA Insurance License Number: 0I79179. Resident State [TX]