Karen McNeilBusiness & Finance Manager

Since the firm’s inception, Karen has fulfilled many responsibilities. These have included administrative support by interacting with clients & custodians, setting up new accounts, reconciling client portfolios, overseeing fund and security transfers, bookkeeping functions for tax reporting and keeping up with IRA and Trust disbursement requirements. Karen’s role as the Business and Finance Manager, member... » read more

(713) 554 0173

Karen McNeil

Leticia Coria-VazquezOffice Manager

Leticia is responsible for vendor management, human resources, budgets, and website maintenance. Leticia was previously employed at Fidelity Exploration and Production Company where she worked as an office manager. She graduated with a Bachelor’s Degree in Business Management from Letourneau University.

(713) 554 0168

Leticia Coria-Vazquez