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ones with plans for everyone. See
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Declare your independence but don’t go it alone. Join Our Team.
Connie Mack
President/Founder, AIF®, AAMS®, CRPS®
Lance Roberts
Chief Investment Strategist
Richard Rosso
Director of Financial Planning, CFP®
Danny Ratliff
Sr. Financial Advisor, CFP®, ChFC®
Michole Fields
Compliance Manager & Controller
Office: (281) 501-1791
Email
In 2014, Michole Fields joined the RIA Advisors team, where she serves as Compliance Manager and Controller. Among her responsibilities,…
Samantha Samolu
Client Services Manager, MBA®
Daniel Whitty
Client Services Administrator
Natalie Evans
Client Services Administrator
Tom Allen
Retirement Plan Consultant
Chris Behan
Business Development Officer, MBA®
Michael Lebowitz
Portfolio Manager, CFA®
Frank Marrone
Sr. Financial Advisor, CFP®, CRPC®
Craig Severin
Sr. Financial Planner, CFP®, NSSA®
Jonathan McCarty
Senior Financial Advisor, CFA, CFP®
Jonathan Penn
Senior Financial Advisor, CFP®
Nick Lane
Financial Analyst, MS
Pashaa Simmons-Green
Client Services Administrator, AAMS®
Brent Clanton
Executive Producer – Lance Roberts Show
Rianne Samlalsingh
Client Relationship Specialist
Office: (346) 353-9721
Email
Rianne has over 13 years of experience in the insurance industry working for both captive and independent agencies. She has her…
Erica Theriot
Director of Marketing
