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.
Find a Financial Advisor
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...
New Business Processor
Vice President- Investment Specialist
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...
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...
CEO and President
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.