Our Profile
Our team brings different perspectives, experiences and expertise. This allows us the ability to connect and relate with all clients, no matter their background or generation they grew up in.
Our team is built upon shared values that we live by everyday: honesty, integrity and the putting clients first, always.
Meet Our Team
Tyler Berry
Director, Financial Advisor
Tyler Berry has over two decades of financial experience. His passion for the stock market as a young boy led him to a career in financial services. After dealing with the financial repercussions of losing loved ones, he developed a...
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Rachel Peña
Senior Vice President, Financial Advisor
Rachel Peña has over two decades of financial industry experience. A Houston native, Rachel was raised on the ideal of helping others and striving for excellence – two characteristics which make her well-suited to her career in wealth...
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