Investments & Financial Services
Private equity family run boutique commercial real estate and property management investment firm. We make families rich!
Growing your family, buying a home, switching careers, entering retirement - life’s biggest moments can have a significant impact on your entire financial landscape. So why work with an advisor who is only focused on your investments? Instead, we take a holistic approach to understanding your financial picture today, and how we’ll need to prepare it for tomorrow.
With a passion for problem-solving, Alex finds great joy in helping his clients turn seemingly impossible complexities into manageable, simple solutions. He’s seen first-hand how easy and common it is for people to make irrational decisions about their money, leading to negative, long-term impacts on their financial wellness. That’s why he got into the business of helping people through creative problem-solving and sound, professional guidance.
Whether meeting over the phone, in the office or via video chat, Alex is focused on making every client feel comfortable, calm and well-informed about their investments and finan
Charter Financial Group focuses on holistic and practical financial planning advice as well as comprehensive wealth management. They strive to empower their clients to achieve their personal, and financial, aspirations. Their services encompass retirement, investment, estate and business succession planning.
Hi! I’m Christyna.
I’ve spent over 20 years in Houston, TX, as a trainer, entrepreneur, money coach and now, financial advisor.
My clients are community minded powerhouses – ordinary professionals, business owners and creatives who value good advice, and are creating their lives to center what is most important to them – whether that is for themselves, their family, our community or an even bigger legacy.
I partner with my clients, listening to your hopes and concerns for the future. We'll follow a structured process to craft strategies that are customized to your unique situation. We will implement the financial infrastructures and good brain habits to set you up for success on your own terms. You can trust me to be clear and direct about the financial landscape, to treat you and your precious dreams with kindness and respect.
Caprice Carter, my Branch Office Administrator, is a key member of the branch team. She keeps an eye on your goals, helping to ensure that all our i's are dotted, our t's crossed and branch communications are handled with grace and professionalism. Outside of the office, you might see Caprice in a local theater production, volunteering at the SPCA or spending time with her beautiful baby nephew.
"Home is where the heart is" they say. Well, then, my home is in many cities and towns across the country, and a few places in Europe – where I have friends, family and cherished loved ones. My dad would always say "Home is where your stuff is." Through that lens, I call Houston, TX, and Jackson, MS, home. My community involvement includes serving as an active member of the Heights Chamber of Commerce and Greater Houston LGBTQ-Plus Chamber of Commerce, as well as the Houston LGBTQ-Plus Political Caucus (the South's oldest LGBT civil rights organization) and the Mississippi Museum of Art.
Let's connect and schedule a confidential, no-obligation, deep dive into your finances today.
At The Fitzpatrick Group, we are here to challenge the traditional approach to wealth management and retirement planning, and we are obsessed with delivering value to the client. We firmly believe and support that the Financial Service Industry must change.
We do not believe in establishing minimum income requirements - we believe that the knowledge we have needs to be shared with everyone. It is our ambition to impact all levels within the community. This is the mindset that we believe financial services should have, and this is the mindset that it will take to impact our community and the world with proper financial education.
Luke Jander
ljander@fitzgrp.com
254-300-3073
Shane Rankin
drankin@fitzgrp.com
832.221.2995 cell
"I love Houston, and I enjoy finding ways to help people make Houston HOME!"
For over 30 years, John has been working in Houston with buyers and owners of residential and investment properties. He prides himself on developing and maintaining long-term relationships with both his clients and Realtors®. Whether there is a need to purchase, refinance or build, John has the knowledge and experience to help his clients navigate in the right direction and make the journey a simplified one.
- John Frels, Senior Lending Advisor NMLS #282056; Email
Members Trust Federal Credit Union has a long history of serving their members and their communities since 1936. They are proud of their history and look forward to serving you and your family for years to come.
Members Trust Federal Credit Union is dedicated to the philosophy of "members helping members" in a professional environment, by providing all member-owners with quality financial services based on sound business practices and by delivering these in an efficient and friendly manner.
Financial Services Professional helping individuals and business owners to create, build, and preserve wealth.
I am a fee-only CERTIFIED FINANCIAL PLANNER™, providing unbiased and holistic financial advice to Millennial and Gen Z professionals and their families.
PrimeWay Federal Credit Union wants you to be empowered to live your dreams. Their role is to be there for their members, and their community when you need the tools, guidance, or help to keep moving in the right direction. They will start by talking about your dreams. Then they will review your options and help you create a plan to make your dream a reality.
It sounds simple, but they all know the journey to living our dreams is rarely an easy one. Unexpected events and other obstacles can get in your way, and worrying about money can steal your joy. Sometimes we need a little help.
