Broker Check


Jeffrey Cardwell

Financial Advisor, Managing Partner

(713) 621-8147

(713) 622-4281

Jeff is originally from Illinois where he graduated from North Central College in 1983 and studied internationally. He immediately began his financial planning career and in 1988 relocated to Houston, Texas. Jeff has been the managing...

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Karen Trekell

Financial Advisor

(860) 833-7185

(713) 622-4281

Karen Trekell has been a financial advisor since 2008. Prior to that, Karen was a small business owner of a pizza franchise in Connecticut for 10 years. Karen earned a Bachelor of Environmental Studies from Texas A&M University in 1986...

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