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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

Andrew Allen

Andrew Allen

Director of Wealth Management Analytics

832-895-1950

Fabian Hernandez

Fabian Hernandez

Director of Client Services

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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Contact Us

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