Karen McNeilSecretary/Treasurer
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, as the Business and Finance manager she oversaw fund and security transfers, bookkeeping functions for tax reporting and the keeping up with IRA and Trust disbursement requirements. Karen’s... » read more
(713) 554 0173
Rebecca Frady
Rebecca’s responsibilities as the Business and Finance Manager include performing the day-to-day financial transactions, budgeting, forecasting, reporting, and addressing compliance issues as they relate to clients, employees, and State and Federal regulators. Rebecca previous experience was in the oil and gas industry, including Shell Oil Company for over 15 years with responsibilities starting as an... » read more
(713) 554 0166
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
