Comstock - Your Wealth Management Advisor

Comstock has been providing independent, objective advice to individuals and families across the country from Houston, TX for more than 40 years. Our signature, client-centered analysis helps bring clarity to complexity, making family wealth decisions clearer.

Our efforts are designed to eliminate decision paralysis. Our independent approach helps you make decisions that you can feel assured about.

The Comstock Team

Meet the team that sets us apart from other wealth management firms. Based in Houston, TX, our team of experienced wealth management advisors is dedicated to providing independent, objective advice to help our clients achieve their financial goals.

Paul L. Comstock

Director, Relationship Manager
Paul has focused on providing financial and organizational counsel to individuals acting in a fiduciary capacity.

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Nicholas Price

Wealth Strategist
Nicholas focuses on cash flow management, ongoing portfolio monitoring, and ensuring a prudent investment and wealth transfer plan.

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Jose Amoles

Portfolio Analyst Associate
Jose supports the team by preparing portfolio analysis presentations and creating client reports.

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Julie A. Choate

Compliance Manager & Operation Supervisor
Julie is responsible for managing account applications, subscription documents, and wiring requests, as well as running quarterly reports.

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Andrew Sheeran

Operations Associate
Andrew Sheeran’s responsibilities include implementing portfolio recommendations, money movement, trading, account applications, and private equity subscription documents.

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Lisa Ma-Chan

Director of Portfolio Accounting
Lisa’s responsibilities include include setting up new accounts, reconciling, and calculating performance.

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Rebecca Frady

Business and Finance Manager
Rebecca’s responsibilities include performing the day-to-day financial transactions, budgeting, forecasting, and reporting.

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