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Our Team

As Financial Professionals and active members of their community, our Advisors are dedicated to helping individuals and businesses build their financial futures. To stay on top of their field and develop professional skills, our Advisors regularly attend industry training and certification programs.

Education, experience, and professional affiliations have fostered our Advisors practical approach to offering financial services and advice to their clients. Maintaining a strong sense of community and a solid professional foundation are especially important to our Advisors.

Find A Financial Professional

  • Adam Zaske
  • Adil Berrada
  • Aldo Ochoa, Jr.
  • Amy R. Downey
  • Austin Webb
  • Barry Melancon
  • Brian A. Cass
  • Brian M. Kelly
  • Caddie Cox
  • Carla Marsh
  • Catherine E. Abbruscato, CFP, ChFC, CLU
  • Chad Elias
  • Chris Magouirk
  • Ciara Gibbs
  • Cindy B. Nguyen
  • Douglas Y. Wing, ChFC
  • Gregory "Greg" P. Authement
  • Jack Kaiser
  • Jacob A. Anderson, CFP®
  • James "Jim" W. Watkins
  • Jeff Poole, CFP
  • Jeremy Gordon
  • Jim Vacek
  • John "Wesley" Hoelscher, CFP
  • John "Brock" O'Leary, Sr.
  • John "Culpepper" Webb, CLU®
  • John "Taylor" Webb
  • John B. O'Leary, Jr.
  • Johnny George
  • Jonathan H. Powell, CFP®
  • Jonathan P. Grantham
  • Joseph Robins, CPA
  • Katherine E. Rac, MBA
  • Kipp A. Horrocks
  • Mark Cavazos
  • Mark D. Baldwin, CFP®
  • Melvin H. Ursin, Jr.
  • Molly Reese Ward, CFP®, CDFA®
  • Nicholas D. Arevalo, CFP®
  • Oscar A. Roa
  • Patrick Ryan
  • Paul C. Claudel, Jr
  • Perrin Langlois
  • Rebecca Hedderman
  • Richard J. White
  • Rickie Johnson, ChFC®, CLU®
  • Robbie Sitka
  • Roland "Curt" Ulmer, Jr., ChFC®, CLU®
  • Ronald "Ron" E. Nolan
  • Ross Weidner
  • Roy J. Cyprian. Jr.
  • S. Garrett Jones
  • Samuel Peacock
  • Sarah M. Ogle
  • Saul Mitchell
  • Tate Lowe, CFP®, CDFA®
  • Tim Mackie, CLU®, ChFC®
  • Travis Wise, CLU
  • Wally J. Farge, CLU®
  • William "Bill" E. Lloyd, Jr., CFP®, ChFC®
  • Yaping "Amy" Chen

EVP

Sarah Ogle

Sarah M. Ogle

Executive Vice President of Southern Gulf Coast Branch

(713) 402-6400

sarah.ogle@equitable.com

Read more

Our Senior Operations Manager

Jim Vacek

Jim Vacek

Senior Manager - Operations

jim.vacek@equitable.com

Read more
Adam Zaske

Adam Zaske

Vice President of Southern Gulf Coast Branch, Financial Consultant

(832) 616-5083

Adam.Zaske@equitable.com

Our Professionals

Adam Zaske

Adam Zaske

Vice President of Southern Gulf Coast Branch, Financial Consultant

(832) 616-5083

Adil Berrada

Adil Berrada

Financial Advisor

713-402-6464

Aldo Ochoa

Aldo Ochoa, Jr.

Managing Partner, Retirement Planning Specialist at Private Wealth Group

(713) 402-6474

Amy Downey

Amy R. Downey

Financial Professional

713-402-6473

Austin Webb

Austin Webb

Director of Corporate Retirement Planning at DeNovo Advisory Group Financial Consultant

713-402-6411

Barry Melancon

Barry Melancon

Financial Professional

(337) 534-0648

Brian Cass

Brian A. Cass

Financial Consultant

(713) 402-6489

Brian Kelly

Brian M. Kelly

Financial Consultant

(713) 621-7900

Caddie Cox

Caddie Cox

Financial Advisor

405-684-3676

Carla Marsh

Carla Marsh

Financial Advisor

713-402-6446

Catherine Abbruscato

Catherine E. Abbruscato, CFP, ChFC, CLU

CERTIFIED FINANCIAL PLANNER™ Professional

(832) 616-5085

Chad Elias

Chad Elias

Financial Professional

(318) 322-0669

Chris Magouirk

Chris Magouirk

Financial Advisor

(337) 232-2200

Ciara Gibbs

Ciara Gibbs

Financial Advisor

(225) 773-2083

Cindy B. Nguyen

Financial Professional

(832) 722-3542

Douglas Y. Wing

Douglas Y. Wing, ChFC

Financial Advisor Retirement Planning Specialist

601-421-6206

Gregory Authement

Gregory "Greg" P. Authement

Financial Professional

(337) 534-0648

Jack Kaiser

Jack Kaiser

Financial Advisor

713.402.6417

Jacob Anderson

Jacob A. Anderson, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional & Financial Consultant at Wisdom Wealth Management

(281) 712-8777

James Watkins

James "Jim" W. Watkins

Manager Partner, Financial Consultant at Bay Area Private Wealth Group, LLC

(713) 943-1969

Jeff Poole

Jeff Poole, CFP

CERTIFIED FINANCIAL PLANNER™ Professional

(713) 823-4270

Jeremy Gordon

Jeremy Gordon

Financial Advisor at Retirment Income Planning

(601) 898-7213

John Hoelscher

John "Wesley" Hoelscher, CFP

CERTIFIED FINANCIAL PLANNER™ Professional

(281) 717-2137

John

John "Brock" O'Leary, Sr.

Financial Professional at J. Brock O'Leary & Associates, Inc.

(601) 693-1989

John

John "Culpepper" Webb, CLU®

Registered Representative

(601) 898-7202

John

John "Taylor" Webb

Financial Professional

(601) 898-7224

John B. O'Leary, Jr.

John B. O'Leary, Jr.

Financial Professional at J. Brock O'Leary & Associates, Inc.

(972) 596-4800

Johnny George

Johnny George

Retirement Planning Specialist

(504) 218-1137

Jonathan Powell

Jonathan H. Powell, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional at Private Wealth Group

(832) 616-5082

Jonathan P. Grantham

Jonathan P. Grantham

Financial Advisor at Retirement Income Planning, LLC

(601) 898 7255

Joseph Robins

Joseph Robins, CPA

Financial Advisor

(225) 926-0026

Katherine Rac

Katherine E. Rac, MBA

Financial Consultant

(713) 402-6440

Kipp Horrocks

Kipp A. Horrocks

Financial Consultant

(713) 402-6491

Mark Cavazos

Mark Cavazos

Managing Partner, Financial Consultant at Bay Area Private Wealth Group LLC

(713) 943-1969

Mark D. Baldwin

Mark D. Baldwin, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional at Retirement Income Planning, LLC

(601) 898-7209

Melvin H. Ursin, Jr.

Melvin H. Ursin, Jr.

Financial Professional

(504) 218-1143

Molly Ward

Molly Reese Ward, CFP®, CDFA®

Founder, CERTIFIED FINANCIAL PLANNER™ professional, Financial Advisor at Well Lived Wealth, LLC

(713) 402-6466

Nicholas Arevalo

Nicholas D. Arevalo, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional & Financial Consultant

(281) 717-2139

Oscar Roa

Oscar A. Roa

Financial Consultant

(713) 402-6432

Patrick Ryan

Patrick Ryan

Financial Professional

(318) 792-5585

Paul C. Claudel, Jr

Paul C. Claudel, Jr

Financial Professional at Paul Claudel & Associates

(504) 393-6868

Perrin Langlois

Perrin Langlois

Financial Consultant at Provident Financial

(713) 621-7900

Rebecca Hedderman

Rebecca Hedderman

Financial Advisor

(713) 402-6430

Richard White

Richard J. White

Financial Consultant, Retirement Planning Specialist

(713) 402-6420

Rickie Johnson

Rickie Johnson, ChFC®, CLU®

Financial Advisor

(225) 926-0026

Robbie Sitka

Robbie Sitka

Financial Advisor

713-621-7900

Roland

Roland "Curt" Ulmer, Jr., ChFC®, CLU®

Financial Professional

(601) 899-5007

Ronald Nolan

Ronald "Ron" E. Nolan

Financial Professional

(832) 616-5217

Ross Weidner

Ross Weidner

Financial Professional

713-621-7900

Roy J. Cyprian. Jr.

Roy J. Cyprian. Jr.

Financial Professional

(504) 218-1138

S. Garrett Jones

S. Garrett Jones

Financial Consultant at Provident Financial

(713) 621-7900

Samuel Peacock

Samuel Peacock

Financial Advisor at Retirement Income Planning

601*898-7213

Sarah Ogle

Sarah M. Ogle

Executive Vice President of Southern Gulf Coast Branch

(713) 402-6400

Saul Mitchell

Saul Mitchell

Financial Professional

281-717-2152

Tate Lowe

Tate Lowe, CFP®, CDFA®

CERTIFIED FINANCIAL PLANNER™ Professional & Certified Divorce Financial Analyst®

(713) 402-6428

Tim Mackie

Tim Mackie, CLU®, ChFC®

Executive Vice President And Branch Manager Emeritus At Equitable Advisors

(504) 218-1146

Travis Wise

Travis Wise, CLU

Financial Consultant

(713) 621-7900

Wally J. Farge

Wally J. Farge, CLU®

Financial Professional

(504) 779-9953

William

William "Bill" E. Lloyd, Jr., CFP®, ChFC®

Financial Advisor

(662) 342-5100

Yaping Chen

Yaping "Amy" Chen

Financial Advisor

(713) 553-5865