How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Patrick Dickson, CFP®
Patrick Dickson, CFP® has been in the financial planning field for over 16 years. He spent many years working directly with his own clients, and then moved into leadership positions where his passion was to make sure that other...
Kamran Ellini, CFP®, ChFC
Over 18 years of working with my clients to help them realize financial freedom by providing a comprehensive planning approach based on a commitment of sound financial advice, attention to detail, a service-oriented focus and...
Lee Daniels,CFP®
832-308-7201
Lee Daniels, CFP®, has over 25 years of experience in financial services, helping clients achieve their financial goals. Lee also holds his MBA, ChFC, CLU and CASL and has recently joined White Rhino Financial as Vice President of...
Josh Hohenstein, AAMS(R)
Josh is an experienced financial professional, and United States Army combat veteran. Throughout his life, his passion for people has placed him in the position to help others when they need it the most, no matter how complicated the...
Matthew Nerz
I have spent the last five years playing baseball at the highest collegiate level. Throughout my time as a player, I have developed skills in leadership, teamwork, and organization. I understand the hard work, dedication,...
Landon McDuff
Philosophy Getting a deep knowledge of my clients’ goals, aspirations and personal vision allows me to co- design the most personalized, unbiased and holistic financial plan for them to achieve, preserve and protect their family...
Tatiana Molina
Philosophy - I utilize the skills that I have to lead candidates through the onboarding process. I provide training on web based programs, logistics, and testing.
Sergio A. Cruz
Philosophy I help individuals, families, and small businesses to increase their level of financial organization, minimize risk in their financial world, and develop strategies to manage their responsibilities.
Gina Mendez
I joined White Rhino Financial in February of 2014 because I understand how important it is to plan for one's financial future.
Brandt Jordan, CExP™
Director of Advanced Planning
brandt_jordan@rethinkwealth.com
Philosophy I believe that you get all you want in life by helping others get what they want. I live that philosophy with all of my clients by carefully listening to their goals and dreams.