About Our Houston Advisory Team
The advisory team in our Houston, TX office focuses on retirement plan advisory and individual financial planning services. The team helps clients establish and reach financial goals by using an asset allocation approach.
Connect with the Houston team to assist in getting you on the path to financial success.
Acquired by AssuredPartners on 9/9/21.
Your Houston Advisory Team
David M. Miller, CLU, ChFC, AIF ®
Financial Advisor
Contact by Email
Susan Sanchez, CPFA, ARPC, AIF®
Financial Advisor
Contact by Email