Experience Makes all the difference
As a team of Financial Advisors, we help build long-lasting relationships through consistent and conservative financial planning strategies*. We help you with all aspects of your wealth management needs by utilizing over 160 years of combined experience, integrity and family values through quality service and professional investment management.
*Financial planning services are provided in our capacity as registered investment advisors.
Larry D. Callender
Senior Vice President - Wealth Management
Portfolio Manager
Wealth Advisor
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713-940-2982
Sharon Callender Snowden, CFP®
Senior Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Wealth Advisor
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713-940-2986
Edward R. "Ed" Ashbaugh
Associate Director
Senior Wealth Strategy Associate
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713-940-2833