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
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
They've learned a thing or two about financial planning, mostly what you shouldn't do.
They abhor the status quo and constantly seek new solutions to age-old problems.
They don't speculate around your future and use a measure twice, cut once approach.
They apply technology solutions to make things easier, faster, or safer for you.
They get to the point, finding out what's important to you and building to those specs.
They're driven by something more than money, their shared and synchronized values.
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 5 years, Matthew has been passionately driven to change the way investment management is done. His high analytical abilities help enable him to drive deep into quantitative problems.
CA Insurance License Number – 4018919
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.
