Competence Is Our Watchword.
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
Competence Is Our Watchword.
We’re financial advisors & professionals that are fueled by a passion to change the way financial planning is done.
Our lifetime, patent pending approach to planning enables us to plan for a powerful future, stress-test for life events, stress-test for market events and build the most resilient plan you can possibly have.
Our Asset “Engineers” are tech-savvy, progressively minded advisors & financial professionals obsessed with improving client balance sheets and financial futures.
By activating our suite of technology, we use data driven insights to improve nearly every aspect of our client’s financial lives, including their financial mindset.
Your success is our success. We work tirelessly to devise the best solutions that result in the maximum benefit for our clients.
Client success isn’t tied to the mental bandwidth of one person. Our team model enables us to work around the clock for clients.
We take the time to thoughtfully educate and empower financial decisions in a way that ensures your comfort and planning clarity.
We avoid intimidating jargon, and focus on simple, transparent communications that help you understand your action plan.
When you work alongside Asset Professional, you know you’ve got a team behind you. Our approach to teaming provides distinct benefits that cannot be found with individual advisors & financial planners.
Ryan Peel, Matthew Nerz, Joshua Hohenstein, Lee Daniels are Registered Representatives and Financial Advisors of Park Avenue Securities and Financial Representatives of Guardian. Justin Moser and Isabella Campion are Representatives of Guardian. Matthew’s CA Insurance License Number – 4018919. Joshua’s CA Insurance License Number – 4018583. Lee’s CA Insurance License Number – 0M89705. Justin’s CA Insurance License Number – 4097553
