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Declare your independence but don’t go it alone. Join Our Team.
Connie Mack
President/Founder, AIF®, AAMS®, CRPS®
In November 2009, Connie Mack founded RIA Advisors in Houston to deliver the highest standards of excellence, integrity and education in meeting his clients’ financial…
Lance Roberts
Chief Investment Strategist
Lance Roberts has an extensive investing background that spans more than 25 years. From private banking and investment management to private and venture capital, Lance…
Richard Rosso
Director of Financial Planning, CFP®, CEPA®
Richard Rosso has been in the financial services industry for over three decades. Richard has helped individuals, families and small businesses make holistic financial decisions…
Danny Ratliff
Sr. Financial Advisor, CFP®, ChFC®
Danny is a native Houstonian who has worked in the financial services industry for the last 13 years, beginning with Wells Fargo Bank and Wells…
Michole Fields
Compliance Manager & Controller
In 2014, Michole Fields joined the RIA Advisors team, where she serves as Compliance Manager and Controller. Among her responsibilities, she assists in monitoring our…
Samantha Samolu
Client Services Manager, MBA®
In May 2016, Samantha (“Sam”) Samolu joined the RIA Advisors team as the Client Service Administrator. In her new role with the company, Sam’s responsibilities…
Kevin Schmittou
Operations Specialist
Kevin was born and raised in Michigan but has lived in Houston for the better part of the last 26 years.
He enjoys calling Texas his…
Frank Marrone
Sr. Financial Advisor, CFP®, CRPC®
Frank has a Bachelor of Science degree in Geophysical Engineering and a Master of Science degree in Mineral Economics from the Colorado School of Mines. His…
Jonathan McCarty
Sr. Financial Advisor, CFA, CFP®,NSSA®
Jonathan began his career in financial services in 2011 in Los Angeles, CA. His prior experience includes six years with Merrill Lynch Wealth Management and…
Jonathan Penn
Sr. Financial Advisor, CFP®,NSSA®
Jonathan has over 17 years of experience serving the unique financial needs of individuals and families. A graduate of Stephen F. Austin State University with…
Sarah Buenger
Senior Financial Advisor, CFP®, MSPFP, MPASSM
Joining the team at RIA Advisors as a Senior Financial Advisor in 2023, Sarah Buenger brings over 23 years of experience in serving and advising…
Craig Severin
Sr. Financial Planner, CFP®, NSSA®
Craig began his career in financial services in 1990 after graduating from the University of Texas at Austin. He earned his CFP® designation in 1994….
Michael Lebowitz
Portfolio Manager, CFA®
Michael Lebowitz brings more than 25 years of financial markets and risk management experience to RIA Advisors. Throughout his career, Michael has been involved in…
Nick Lane
Financial Analyst, MS
Nick is a native of Kingwood Texas. He received his bachelor’s degree in Accounting and Finance and his Master’s of Science in Finance from the…
Tom Allen
Retirement Plan Consultant
Tom Allen joined RIA Advisors in April of 2021 with the sole focus of serving and developing qualified retirement plan business. In his role as…
Chris Behan
Business Development Officer, MBA®
A graduate of the University of Florida with a Bachelor of Science degree from the College of Health and Human Performance. Chris also has a…
Pashaa Simmons-Green
Senior Client Services Administrator, AAMS®
Pashaa brings over 14 years of experience in the financial services industry. Pashaa has earned her Series 6, 7 and 66, as well as securing…
Sherri Jones
Client Service Associate
Sherri Jones is native Texan, raised in Nederland. She is a 2007 graduate from The University of Texas at Tyler where she received a…
Daniel Whitty
Financial Paraplanner, Client Service Administrator, AAMS®,FPQP®
Daniel is a native Houstonian and a graduate of Strake Jesuit College Preparatory. He graduated from the University of Houston, cum laude, with a Bachelor…
Natalie Evans
Client Services Administrator
Natalie is a dedicated and skilled Client Service Administrator with 5 years of experience in the financial field. Her strong work ethic and dedication to…
Brent Clanton
Executive Producer – Lance Roberts Show
Brent Clanton serves as Studio Manager and Executive Producer for The Real Investment Show with Lance Roberts and associated podcasts, which air terrestrially weekday mornings,…
Matt Doyle
Senior Relationship Manager, CFP®
Throughout his life, Matt has epitomized the entrepreneurial spirit, embarking on his journey by teaching roller-blading lessons at the tender age of 12. This…
Rianne Samlalsingh
Client Relationship Specialist
Rianne has over 13 years of experience in the insurance industry working for both captive and independent agencies. She has her property and casualty license…
Erica Theriot
Director of Marketing, B.A., SEO, AAMS®
Erica was born and raised in Texas, where she learned the importance of hard work.
She earned a B.A. in Economics from The University of Texas…
Karen Roan
Director of Investment Relations
Joined RIA Advisors in 2016 as Director of Investment Relations. Her responsibilities include communications with clients and prospective clients, operational support of the financial planning…
