Overview

Woodlands Wealth Builders is Located in Market Street, the heart of The Woodlands. Our firm specializes in working with retiree and pre-retiree clients, offering comprehensive financial planning services with a deliverable plan at no extra charge. We currently manage 360 million in AUM with 89% of revenue coming from fee-based management and the remainder from trails and transactions.

Client demographics:
49 & Less: 5.08%
50-59: 13.58%
60-69: 40.5%
70-79: 27.34%
80-89: 12.5%
90+: 1%

Professional background:
BS in Finance from Louisiana Tech University (1991)
MBA with emphasis in Finance from Baylor University (1992)
CFP®(2001)
Securities licenses: SIE, Series 6, 7, 24, 26, 63 (1992)
OSJ Principle
Licensed in 40 states
Clean U-4

Market
Advisor/RIA
Last Activity
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