2010 FPA of Houston Corporate Partners
The FPA of Houston has more than 600 financial professional members, representing a broad spectrum of specialties, including insurance, annuities, mutual funds, banks, thrifts/trust, law, investment management and accounting. The entire FPA membership totals nearly 28,000 and continues to grow. The Houston Chapter programs are supported by a number of exceptional sponsors who help offset the cost of delivering benefits. These sponsors are helping to lead FPA's message of building the community of the financial planning profession, with their commitment to the association, its mission and its members.
Download a copy of the 2010 FPA HOUSTON CORPORATE PARTNERSHIP PACKAGE (PDF)
FPA HOUSTON BENEFITS & FAQ'S
Double Platinum Corporate Partners
Platinum Corporate Partners
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Blake Mahon
Nick Gilbert
Cornerstone Mortgage Company
6300 West Loop Sout, Ste. 340
Bellaire, TX 77401
Blake: 832.778.8899 ext.14
Nick: 832-778-8899 ext. 12
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Paige Wilson
Chubb Group of Insurance Companies
1330 Post Oak Blvd., Suite 2400
Houston, TX 77056
Office: 713.297.4600
Fax: 713.297.4750
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Fritz Jakobi
Trust Company of America
7103 South Revere Pkwy.
Centennial, CO 80112
Office: 303.705-6211
Fax: 303.705-6098
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Dixie Green
Invesco
11 Greenway Plaza
Suite 100
Houston, TX 77046
Office: 713.214.5452
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Clint Stuckey, CFP®, ChFC, CFS
Allianz Life
5701 Golden Hills Drive
Minneapolis, MN 55416
Office: 832.724.2712
Fax: 713.523.0432
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Brian O'Donnell
iShares
400 Howard St.
San Francisco, CA 94105
214-906-6207
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Gold Corporate Partners
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Steve Casaccia
Russell Investments
1926 Baker Trail
Houston, TX 77094
Office: 281-647-7877
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Ryan Airola
William Blair & Company
222 W. Adams, 12th Floor
Chicago, IL 60606
Office: (312) 364-8084
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Joseph Seivertson
Hub International Personal Insurance
10777 Westheimer
Suite 335
Houston, TX 77042
Office: 832-681-5021
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Lauren Biggs
Palantir Capital Management
3355 W. Alabama, Suite 1025
Houston, TX 77098
Office: 713-877-0200
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Silver Corporate Partners
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Tara Bueno
Stephens Funds
3700 Buffalo Speedway
Suite 900
Houston, TX 77098
Office: 713.993-4234
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Jeffrey Nativi
SEI Advisor Network
1 Freedom Valley Dr.
Oaks, PA 19456
Office: 610-676-1053
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Jennifer Barron
American Century Investments
4500 Main St.
Kansas City, MO 64111
Office: 888-565-3015
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Melissa Snell, CIMA
Delaware Investments
130 N. Radnor Chester Rd.
Radnor, PA 19087
Office: 832-477-5712
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Marcel Tsai
Laserfiche
3545 Long Beach Blvd.
Long Beach, CA 90807
Office: (562) 988-1688 x191
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Jon Vaughan, CFA
Tri-Star Financial
5718 Westheimer Rd., Ste 950
Houston, TX 77057
Office: 713.735.9200
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Cory Castle
Charles Schwab Advisor Services
101 Montgomery St.
San Francisco, CA 91433
Office: 877-687-4085
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