Our Team
Chris Richey
Financial Representative
Principal Securities Registered Representative
Investment Adviser Representative
Chris has had the privilege of helping families create clear, financial plans for their future. His journey to financial advising was shaped by 17 years in pastoral ministry and 8 years serving as a local elected official. Those years taught him to listen well, lead with integrity, and always put people first.
He earned his Bachelor of Arts from the University of Houston Clear Lake and holds FINRA Series 6, 7, 63, and 65 securities registrations, along with a Life and Health insurance license. These allow him to serve clients with a broad range of strategies tailored to their goals.
He and his wife Brandi have been married for 30 years, and are blessed with four children and two grandchildren. Family is at the heart of everything they do, and that perspective shapes the way they care for the families they serve.
He believes great planning starts with strong relationships. When you understand what matters most to you, we can build a strategy that helps you enjoy, grow, and share your wealth with confidence.
If you would ever like to connect, it would be a privilege to walk alongside you.
You can also self schedule a meeting with our team CLICK HERE
Brandi Richey
Client Relations Specialist
Brandi recently joined our practice after retiring from a 20 year career as a Registered Nurse at St. Joseph's Hospital. Her years in healthcare shaped her calm presence, attention to detail, and genuine care for people, qualities she now brings to serving our clients each day.
She and Chris have been married for 30 years and are blessed with four children and two grandchildren. Family has always been at the center of her life, and that same care and commitment naturally extends to the families we serve.
In her role as Client Relations Specialist, Brandi helps ensure every client experience is smooth, organized, and welcoming. Her heart for people makes her an invaluable part of our team.
Carolina McCullough
Assistant
Carolina is currently attending the University of Houston Clear Lake, where she is pursuing a degree in Finance. After graduation, she plans to continue her professional development by earning the credentials necessary to become a financial advisor. Her long term goal is to serve families with the same care and integrity that define our practice.
Originally from a proud Argentine and Mexican family, Carolina is bilingual in English and Spanish, which allows her to connect comfortably with a diverse range of clients. She recently relocated to the Houston area and is excited to be part of the community both personally and professionally.
Carolina is also a proud fur mom to her new dog, Beau. When she is not studying or helping provide service support to clients, you can likely find her spending time with Beau or exploring everything Houston has to offer.
With her strong work ethic, heart for service, and commitment to growth, Carolina brings energy and a bright future to our team.
Two Locations- 713-496-3147
2318 Center St. Suite 165 Deer Park, Tx 77536
1900 W. Loop South Suite 650a Houston, Tx 77027