Meet the Team

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Eric Hagebusch, AIF®, CPFA®

My passion is helping as many people as possible reach their retirement goals. Not enough Americans are on track to retire on a meaningful income and enjoy their golden years. Since 1998 I have been helping business owners and executive teams design and provide retirement plans that produce better outcomes for their employees, while helping them increase employee production, reduce costs, and have a better overall working environment. And with our SmartMap team, we help reduce financial stress on the employees, helping them feel more confident about their entire financial situation. When I’m not helping people reach their financial goals, I enjoy spending time with my wife and daughters, watching them compete at softball and dance. I also love to get out and play golf, hunt, fish, and volunteer with several non-profit organizations in the Greater Houston area.

Contact

Nathan Garrison

CIO

Taylor Stone

SVP, Client Relations

Barry Toole

SVP, Compliance

Kyle Vandermey

Director, Advisor Relations

Emilio Vela

Director, Participant Engagement

Christina Padilla

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.