Experience Makes all the difference
Employing a comprehensive, yet focused, approach to your financial situation, we can provide customized investment strategies designed to help you pursue your individual needs and goals. We view this as an in-depth approach to your investment and financial life – taking into account your total asset and liability needs.
Omar K. Bitar
Senior Vice President - Wealth Management
409-654-3238
Kevin E. Wagner
Senior Wealth Strategy Associate
409-654-3237
Brandy Dawn Head
Senior Client Service Associate
409-654-3217