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How We Work

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.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Amy Gates



Amy is a Houston native and a recent graduate of Texas A&M, where she was a member of Pi Beta Phi Fraternity for Women. In her spare time, she enjoys volunteering with kids, spending time with her family, and going on road trips around...

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Cindy Ho

Case Manager

(832) 308-7230

Philosophy Planning for the future is a discipline which integrates all areas of personal finance. These include planning for education, retirement, , taxes, insurance, and the estate.
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Gina Mendez

New Business Processor


I joined White Rhino Financial in February of 2014, although I am fairly new to the financial industry, I understand how important it is to plan for one's financial future.
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Kamran Ellini, CFP®, ChFC

Vice President- Investment Specialist

(832) 308-7207

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...
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Landon McDuff

Financial Representative


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...

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Lee Daniels,CFP®

Vice President of Business Development



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...

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Patrick Dickson, CFP®

CEO and President

(832) 308-7200

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...
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Sandra Sugerman

Registered Representative

(832) 308-7220

After several years as an independent agent working in the employee benefits arena, Sandra was recruited by New England Life for the Brokerage Manager position with the Indianapolis, Indiana firm.
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Sergio A. Cruz

Financial Representative

(832) 308-7219

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.
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Tatiana Molina

Recruiting Director

(832) 308-7233

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.

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