Welcome
We are a team of Houston Financial Advisors who provide comprehensive wealth management for individuals. If you are going through a life transition such as retirement, job change, divorce or marriage, or if you are seeking a high level of service, we can help you.
As your Financial Advisors, we will spend the time to gain a thorough understanding of your personal, family, and business needs. We will work together to develop a customized plan tailored to your objectives and designed to help you achieve your financial goals and life dreams. Timely communication and regularly scheduled account reviews will help you manage the risks associated with investing. Our goal is to establish long-lasting client relationships that are underscored with quality, professionalism, and integrity. Please call us at 713-993-2829 so we may begin working together to address your wealth management needs.
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- Contemplating retirement? Rolling over a 401(k)? Have IRA Rollover questions? Let us help. E-mail us at lori.l.siegel@smithbarney.com for a free IRA rollover guide or retirement planning guide.
- Please call us at 713-993-2829 for a complimentary consultation regarding your retirement or cash flow needs.
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This listing is intended for informational purposes only and does not constitute an offer to sell or an offer to buy any security. This site is published in the United States for U.S. residents only.
Citigroup, Inc., its affiliates, and its employees are not in the business of providing tax or legal advice. These materials and any tax-related statements are not intended or written to be used, and cannot be used or relied upon, by any such taxpayer for the purpose of avoiding tax penalties. Tax-related statements, if any, may have been written in connection with the "promotion or marketing" of the transaction(s) or matters(s) addressed by these materials, to the extent allowed by applicable law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
