Our Team of Professionals

Stephen M. Jackson is a Financial Advisor with 30 years of experience. He serves a diverse clientele and concentrates his efforts in customizing investment strategies to support his clients' financial goals.  Stephen is a graduate of Texas A&M University with a Bachelor of Science in Civil Engineering and received his Masters of Science in Financial Analysis from the University of Phoenix, College for Financial Planning. Stephen has an investment philosophy of making investment decisions based on opportunity and realizing that markets by their own nature are unpredictable.


Michael P. Garcia is a bilingual Financial Advisor with 25 years of experience.  Michael is a native to the Southeast Houston/Bay Area. He has been married to his wife, Amber, for 24 years and has very deep seeded family roots in the area.  Michael serves clients of all backgrounds and has substantial experience working with clients who work for the local energy companies, as well as, independent business owners. Michael believes that clients are looking for clear and simple education and regular communication regarding their financial matters. Michael specializes in working with clients who are preparing for retirement or have already retired and are faced with new risks associated with this phase in their lives.


David Bogan is a Financial Advisor with 33 years of experience. He is a graduate of the University of Texas at Austin with a BBA in Accounting in 1977 with a focus on Finance as his main collaborative area of study. David was born in the Medical Center and has lived his entire life in the West Houston area. He likes to focus on retirement planning for business owners, to enhance tax savings and provide additional retirement ideas for the closely held business owner, in addition to 401k type savings plans. 

David has a strong background in accounting and holds the CFP designation. His clients include small business owners and individuals looking to transfer wealth efficiently.


Michael Hibbetts is a new Financial Advisor that transitioned last summer from a supportive roll to Advisor when Robert Handy retired.  Michael graduated magna cum laude from Rice University with bachelor degrees in Electrical Engineering and Computer Science.  He is in the process of completing the requirements for receiving the Chartered Financial Analyst designation, passing all three levels of required exams and nearing the completion the required work experience.


Keith Jackson handles the day to day operation of the office and supports all Advisors with the logistics of processing accounts, maintaining compliance and aiding in customer service.


Jordan Land is a recent graduate of Texas Christian University and is working on his Masters at the University of Houston.  Jordan is working as an intern in the office and supports the Advisors with investment research and portfolio rebalancing.


Casey Thomas provides administrative support to the office from scheduling to data entry.