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Upcoming Events

Lunch and Learn
Climbing the Tax Deduction Ladder

Zoom Meeting

Thu, Sep 30, 2021 > 8 - 9 am

Retirement Right-Lane
Tax Law Changes in Post-COVID World

Panelist: Danny Ratliff and Richard Rosso

Sat, Oct 16, 2021 > 9:00am - 11:00am

Our Next Event

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 excellence,…

Lance Roberts
Lance Roberts
Chief Investment Strategist

Office: 281-501-1791
 | 

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

Richard Rosso
Richard Rosso
Director of Financial Planning, CFP®

Office: 281-542-3585 | Cell: 936-827-2858
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Richard Rosso has been in the financial services industry for 26 years. He is…

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

Office: 281-501-1791 | Cell: 713-876-4950
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Danny is a native Houstonian who has worked in the financial services industry for…

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, she…

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 firm….

Samantha Samolu
Samantha Samolu
Client Services Manager, MBA®, FPQP

Office: 281-241-4999
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In May 2016, Samantha (“Sam”) Samolu joined the RIA Advisors team as the Client Service Administrator. In…

Tom Allen
Tom Allen
Retirement Plan Consultant

Office: 281-501-1791
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Tom Allen joined RIA Advisors in April of 2021 with the sole focus of serving and developing…

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 Advisors….

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

Office: 281-466-48421
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Frank has a Bachelor of Science degree in Geophysical Engineering and a Master of Science degree in…

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

Office: 832-730-1350
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Craig began his career in financial services in 1990 after graduating from the University of Texas at…

Jonathan Penn
Jonathan Penn
Senior Relationship Manager, CFP®

Office: 281-501-1791
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Jonathan has over 13 years of experience serving the unique financial needs of individuals and families. A…

Chris Liebum, LUTCF
Chris Liebum, LUTCF
Senior Risk Management Consultant

Office: (713) 588-0806
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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
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Nick is a native of Kingwood Texas. He received his bachelor’s degree in Accounting and Finance and…

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 Series…

Brent Clanton
Brent Clanton
Executive Producer – Lance Roberts Show

Office: 281-542-3585 | Cell: 713-465-9365
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Brent Clanton serves as Studio Manager and Executive Producer for The Real Investment Show…

Karen Roan
Karen Roan
Director of Investment Relations

Office: 281-241-1067
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Joined RIA Advisors in 2016 as Director of Investment Relations. Her responsibilities include communications with clients and…

Our Locations

Houston

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

Austin

310 West Main Avenue
Round Rock, TX 78664