Meet Your Team

Senior Partner – John began his financial career in high net worth estate planning. John is a graduate of the University of Dallas with a Bachelor of Science in Mathematics. He continued his education at the University of Houston, Bauer College of Business where he earned his M.B.A. John is a native of Houston as is his wife Nancy. While busy with their six children, John is also active in his parish of St. Michael, where he is often a featured speaker and assists in Sacramental preparation, RCIA and CCD classes. John is a member of the Houston Livestock Show and Rodeo Calf Scramble Committee, which is dedicated to the funding of scholarships, educational endowments and other educational programs, a member of the National Exchange Club – Memorial Chapter and has served on Catholic school boards.

In 1987 Louis began his career developing investment strategies for tier one investment managers including Western Asset Management, Ohio Life Insurance Co., and Goldman Sachs Asset Management. In 1997, after serving as a managing director for MJ Whitman, a Wall Street investment firm, Louis started his own firm with the mission of bringing institutional level sophistication to investors of all sizes.
Lou is a native of Houston and graduated from University of St. Thomas with a degree in Business and Economics. He currently serves or has served on the following boards: Investment Committee for University of St. Thomas, Investment Committee for the National Exchange Foundation, former chairman of the Investment Committee for the Christus Foundation, Sam Houston Area Boy Scouts of America, and the University of Houston Honors College.