Contact Us    855-RIA-PLAN (855-742-7526)

HOW CAN WE HELP?

This field is for validation purposes and should be left unchanged.

Real Solutions For All of Your Investment Needs

Daily Market Commentary
A Housing Recession Is Upon Us
> Read it Now

Declare your independence but don’t go it alone. Join our team.

Connie Mack
Connie Mack
President/Founder, AIF®, AAMS®, CRPS®

Office: (281) 501-1791
 | 

In November 2009, Connie Mack founded RIA Advisors in Houston to deliver the highest standards of…

Lance Roberts
Lance Roberts
Chief Investment Strategist

Office: (281) 501-1791
 | 

Lance Roberts has an extensive investing background that spans more than 25 years. From private banking…

Richard Rosso
Richard Rosso
Director of Financial Planning, CFP®

Office: (281) 542-3585 | Cell: (936) 827-2858
 | 

Richard Rosso has been in the financial services industry for 26 years….

Danny Ratliff
Danny Ratliff
Sr. Financial Advisor, CFP®, ChFC®

Office: (281) 501-1791 | Cell: (713) 876-4950
 | 

Danny is a native Houstonian who has worked in the financial services…

Michole Fields
Michole Fields
Compliance Manager & Controller

Office: (281) 501-1791

In 2014, Michole Fields joined the RIA Advisors team, where she serves as Compliance Manager and Controller. Among her responsibilities,…

Stephanie Lawrence
Stephanie Lawrence
Director of Operations

Office: (281) 501-1791
 | 

Stephanie joined the team in 2021 and brings 20 years of financial services expertise to the…

Samantha Samolu
Samantha Samolu
Client Services Manager, MBA®

Office: (281) 241-4999
 | 

In May 2016, Samantha (“Sam”) Samolu joined the RIA Advisors team as the Client Service Administrator….

Daniel Whitty
Daniel Whitty
Client Services Administrator

Office: (281) 501-1791
 | 

Daniel joined the RIA team in December 2021. Prior to joining the team, in 2019, he…

Tom Allen
Tom Allen
Retirement Plan Consultant

Office: (281) 501-1791
 | 

Tom Allen joined RIA Advisors in April of 2021 with the sole focus of serving and…

Chris Behan
Chris Behan
Business Development Officer

Office: (832) 521-2997
 | 

A graduate of the University of Florida with a Bachelor of Science degree from the…

Michael Lebowitz
Michael Lebowitz
Portfolio Manager, CFA®

Office: (281) 501-1791
 | 

Michael Lebowitz brings more than 25 years of financial markets and risk management experience to RIA…

Frank Marrone
Frank Marrone
Sr. Financial Advisor, CFP®, CRPC®

Office: (281) 466-4842
 | 

Frank has a Bachelor of Science degree in Geophysical Engineering and a Master of Science degree…

Craig Severin
Craig Severin
Sr. Financial Planner, CFP®, NSSA®

Office: (832) 730-1350
 | 

Craig began his career in financial services in 1990 after graduating from the University of Texas…

Jonathan Penn
Jonathan Penn
Senior Financial Advisor, CFP®

Office: (281) 501-1791
 | 

Jonathan has over 15 years of experience serving the unique financial needs of individuals and families….

Chris Liebum
Chris Liebum
Senior Risk Management Consultant, LUTCF

Office: (713) 588-0806
 | 

Chris joined RIA after successfully operating his insurance and financial services agency for the past 16 years….

Nick Lane
Nick Lane
Financial Analyst, MS

Office: (832) 742-1141
 | 

Nick is a native of Kingwood Texas. He received his bachelor’s degree in Accounting and Finance…

Pashaa Simmons-Green
Pashaa Simmons-Green
Client Services Administrator

Office: (281) 501-1791
 | 

Pashaa brings over 14 years of experience in the financial services industry. Pashaa has earned her…

Brent Clanton
Brent Clanton
Executive Producer – Lance Roberts Show

Office: (281) 542-3585 | Cell: (713) 465-9365
 | 

Brent Clanton serves as Studio Manager and Executive Producer for The Real…

Erica Theriot
Erica Theriot
Director of Marketing

Office: (832) 521-2996
|

Erica was born and raised in Texas, where she learned the importance of hard work.

She…

Karen Roan
Karen Roan
Director of Investment Relations

Office: (281) 241-1067
 | 

Joined RIA Advisors in 2016 as Director of Investment Relations. Her responsibilities include communications with clients…

Our Locations

Houston

11750 Katy Freeway - Suite 840
Energy Tower IV - Houston, TX 77079

Austin

310 West Main Avenue
Round Rock, TX 78664

WP RSS Plugin on WordPress
Skip to toolbar