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The Real Story About Social Security

(no, it’s not going broke)

Thursday, February 10, 12pm

Live, virtual, free Zoom Webinar

Daily Market Commentary
Coverage of global markets, bond markets, equity markets, commodities and economic news.
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Upcoming Events

Lunch & Learn

Thursday, February 10, 2022

12:00 PM – 1:00 PM

Virtual/Zoom

Lunch & Learn

Thursday, March 10, 2022

12:00 PM – 1:00 PM

Virtual/Zoom

Lunch & Learn

Thursday, March 31, 2022

12:00 PM – 1:00 PM

Virtual/Zoom

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…

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…

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. He…

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 industry…

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 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
 | 

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 at…

Jonathan Penn
Jonathan Penn
Senior Financial Advisor, CFP®

Office: 281-501-1791
 | 

Jonathan has over 13 years of experience serving the unique financial needs of individuals and families. A…

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 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
 | 

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
 | 

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