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2017 Corporate Partners
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Members of FPA Houston 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. 


If you would like more information about becoming a Partner, read over our 2017 FPA HOUSTON CORPORATE PARTNERSHIP PACKAGE .  It includes information on the tiers, benefits and pricing.  For more information contact FPA Houston at

Double Platinum Corporate Partner






Cary Michael Cox
Fairway Independent Mortgage
The Kelso Group
(713) 730-4502



Speed, Service & Satisfaction is Our Motto. Reverse Mortgage, Jumbo, Conventional, FHA/VA, Interest-Only, Doctor Programs, Non-Warrantable Condominiums and Other Specialty Programs  - all your lending needs in one office. Our ethos is to treat every client Professionally, Respectfully, Fairly, and Honestly.





Platinum Corporate Partners






 Jeff Shkolnick, CFP® 
Eleanor Cooke, CSA
Texas Advantage Insurance Brokerage
Carrie Ousley
Hub International Personal Insurance
(832) 681-5020
George Zombakis
Rice University







Oliver Gooden, CFA®

Steben & Company, Inc.
(313) 402-4566



 Jeff Gubala
Westwood Funds
(214) 756-6377
 Shannon Deaton
Pure Point Financial
(281) 836-9376


Gold Corporate Partners



Christy Brown
Capitas Financial Group, Inc.
(713) 659-1212


 Steven "Chuck" Bates
Bridgeway Capital Management
(832) 204-8212
 David Crowder
Voya Investment Management, LLC
(817) 422-7178


Silver Corporate Partners










 Clint Stuckey, CFP®, ChFC, CFS
(832) 724.2712
Natalie S. Navellier
Touchstone Funds
(775) 722-4305

  Matt Gunter

Westcore Funds
(800) 734-WEST (9378)

 Melissa Snell, CIMA, AIF &
Anna Jayne
Franklin Templeton
 Patrick McShay
Fidelity Investments
(713) 622-6358
Amy Jones
Texas Tech University 
Personal Financial Planning
(806) 742-5050 



Eric Pickens, CFP®, CIMA®
Vanguard Financial Advisor Services
(214) 763-9979

 Ben Adams
Artisan Partners
(414) 390-2061
Jessica McCreary
The Jessica McCreary Real Estate Team
(713) 408-3185





Jennifer Alberding
William Blair
 Joe Foley
First Trust Portfolios


Supporting Partners







Bart Crowder
Charles Schwab Advisor Services
(972) 731-2732




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