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Meet the Team

Don Burrows

Don Burrows

Founder & Managing Partner, Financial Advisor

(832) 835-1950

Clint Auttonberry

Clint Auttonberry

Co-founder & Partner, Financial Advisor

(832) 835-1950

Michael Agol

Michael Agol

Co-founder & Partner, Financial Advisor

(832) 835-1950

Rolando Villarreal

Rolando Villarreal

Managing Director & Head of Operations

(832) 835-1950

Michael M. Terry, CFA

Michael M. Terry, CFA

Managing Director & Head of Investment Strategy

832-835-1950

Melissa Davis

Melissa Davis

Office Manager & Client Experience Coordinator

832-835-1950

Craig  Miller

Craig Miller

Director of Insurance & Registered Representative

832-835-1950

James  Woodall, CFP®

James Woodall, CFP®

Director of Financial Planning, Vice President & Financial Advisor

832-835-1950

James  Matthews

James Matthews

Vice President & Financial Advisor

832-835-1950

Melissa  Shanhouse CDFA®

Melissa Shanhouse CDFA®

Director of Business Development & Financial Advisor

832-835-1950

About Us

We offer personalized wealth advisory services to Texas-area energy and industrial professionals, as well as institutional-style wealth management and execution through our Family Office.

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We’re here to help you build, preserve, and maximize your wealth as we pursue your definition of financial success, together. Ready to get started? Contact us to speak to an advisor.

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Our Approach

Through our team approach, we work beyond products and investments to deliver holistic advice to address the full spectrum of your financial opportunities and challenges.

Our Approach