Looking for White Rhino Business? We’ve rebranded to AssetPRO!
Located in the iconic Galleria area | 3040 Post Oak Boulevard Suite 1150 Houston, Texas 77056
Over a 25 year career, Lee has delivered over 500 financial plans, and consulted thousands of individuals and business owners to achieve financial success.
CA Insurance License Number – 0M89705
For the last 15 years, Josh has been passionately driven to help people. From Middle Eastern battlefields, to flooded Houston streets, to financial futures.
CA Insurance License Number – 4018583
They’ve worked hard to create and build a financial planning solution that is designed to achieve efficiency across each phase of life.
They’ve imbued their culture with meaningful values, principles, and mantras to keep them bringing their ‘whole-selves’ for clients.
They focus on what they love to do, and what they’re the best at. Each member gains deep insight into themselves during onboarding.