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William W

Series 65

The Woodlands, TX

Rhame & Gorrell Wealth Management

William Warren is a financial advisor with Rhame & Gorrell Wealth Management in The Woodlands, TX. He holds a Series 65 credential and has two years of industry experience, including prior roles at Texas Dow Employees Credit Union and Starfox Financial Services. Outside of finance, he is involved with Barcelo Legacy LLC, where he manages communication with property managers for real estate operations. Rhame & Gorrell Wealth Management serves individual investors, high-net-worth clients, and business entities with financial planning, consulting, and discretionary investment management. The firm employs a tactical asset allocation approach supported by an in-house investment committee and maintains affiliations with accounting and law practices to coordinate tax and estate planning services.

Options & derivatives strategies General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Samanta C

Series 65

The Woodlands, TX

Rhame & Gorrell Wealth Management

Samanta Chirico Eliaz is a financial advisor at Rhame & Gorrell Wealth Management with a Series 65 designation and one year of industry experience. Prior to joining Rhame & Gorrell, she worked at The Mather Group and held positions in education and music instruction. Rhame & Gorrell Wealth Management serves individual investors, high-net-worth clients, and business entities by providing financial planning, consulting, and discretionary investment management. The firm employs a tactical asset allocation approach and coordinates with affiliated accounting and law firms to offer integrated tax and estate-planning services.

Options & derivatives strategies General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Cydney N

CFP®, Series 65

The Woodlands, TX

Rhame & Gorrell Wealth Management

Cydney Nash is a CFP® with nine years of industry experience, currently serving as an advisor at Rhame & Gorrell Wealth Management. Prior to joining Rhame & Gorrell in 2023, she worked for six years at Avion Wealth (formerly Efficient Wealth Management). Outside of financial advising, Nash has an ownership interest in a storage facility co-managed by her spouse. Rhame & Gorrell Wealth Management serves individual investors, high-net-worth clients, and business entities with financial planning, consulting, and discretionary investment management. The firm manages approximately $1.44 billion in client assets, employing a Tactical Asset Allocation Program and coordinating services with affiliated accounting and legal practices.

Options & derivatives strategies General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jack F

CFP®, Series 65

The Woodlands, TX

Rhame & Gorrell Wealth Management

Jack Freeman is a CFP®-certified financial advisor with Rhame & Gorrell Wealth Management, based in The Woodlands, TX, and has one year of industry experience. Before joining Rhame & Gorrell, he worked at PricewaterhouseCoopers and held various roles including at Tulane University and Fidelity Investments. Rhame & Gorrell Wealth Management serves individual investors, high-net-worth clients, and business entities with financial planning, consulting, and discretionary investment management. The firm uses a range of analytical approaches and a Tactical Asset Allocation Program overseen by an in-house committee, and it coordinates tax and estate planning services through affiliated accounting and law firms.

Options & derivatives strategies General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Kyle N

CFP®, Series 66

The Woodlands, TX

Rhame & Gorrell Wealth Management

Kyle Nickerson is a CFP® and holds a Series 66 license with 10 years of industry experience. He has been with Rhame & Gorrell Wealth Management since 2016, including its predecessor entities, and previously worked at Sanders Morris LLC. Rhame & Gorrell Wealth Management serves individual investors, high-net-worth clients, and business entities with financial planning, consulting, and discretionary investment management. The firm manages approximately $1.44 billion in client assets and uses a mix of fundamental, technical, charting, and cyclical analysis to tailor asset allocations, implementing model portfolios through a Tactical Asset Allocation Program overseen by an in-house committee.

Options & derivatives strategies General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Garett S

Series 65

The Woodlands, TX

Rhame & Gorrell Wealth Management

Garett Steele is a financial advisor at Rhame & Gorrell Wealth Management in The Woodlands, TX, holding a Series 65 credential with one year of industry experience. His background includes roles at the University of Houston, Saltgrass Steakhouse, Sam Houston State University, and Conroe ISD. Rhame & Gorrell Wealth Management provides financial planning, consulting, and discretionary investment management to individual investors, high-net-worth clients, and business entities. The firm employs a tactical asset allocation approach supported by an in-house investment committee and offers integrated tax and estate-planning services through affiliated accounting and legal practices.

Options & derivatives strategies General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Melissa R

Series 65

The Woodlands, TX

Rhame & Gorrell Wealth Management

Melissa Rudell is a financial advisor at Rhame & Gorrell Wealth Management with a Series 65 designation and two years of industry experience. Her work history includes roles at Prime Capital Investment Advisors, Allied Wealth Management, and State Tax Advisors. She has also served in the United States Air Force since 2009. Rhame & Gorrell Wealth Management serves individual investors, high-net-worth clients, and business entities with financial planning, consulting, and discretionary investment management. The firm manages approximately $1.44 billion in assets and employs a tactical asset allocation program supported by an in-house investment committee.

Options & derivatives strategies General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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David H

CFA®, Series 66

The Woodlands, TX

Rhame & Gorrell Wealth Management

David Hunter Jr. is a CFA® charterholder with 10 years of industry experience. He is currently with Rhame & Gorrell Wealth Management, where he has worked since 2018. Prior to joining Rhame & Gorrell, he was with Kimery Wealth Management and Morgan Stanley. Rhame & Gorrell Wealth Management serves individual investors, high-net-worth clients, and business entities, providing financial planning, consulting, and discretionary investment management. The firm manages approximately $1.44 billion in assets and employs a mix of fundamental, technical, charting, and cyclical analysis to tailor asset allocations, implementing internally generated model portfolios through a Tactical Asset Allocation Program.

Options & derivatives strategies General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jeffrey R

CFP®, Series 63, Series 65

The Woodlands, TX

Rhame & Gorrell Wealth Management

Jeffrey Rhame is a CFP® with 32 years of experience in the financial services industry. He has been with Rhame & Gorrell Wealth Management since 2016 and previously worked at Sanders Morris LLC, SMH Capital Advisors LLC, and Miller-Green Financial Services LLC. Rhame & Gorrell Wealth Management serves individual investors, high-net-worth clients, and business entities by providing financial planning, consulting, and discretionary investment management. The firm manages approximately $1.44 billion in client assets and uses a combination of fundamental, technical, charting, and cyclical analysis to tailor asset allocations through internally generated model portfolios and a Tactical Asset Allocation Program.

Options & derivatives strategies General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Kyle M

CFP®, Series 63, Series 66

The Woodlands, TX

Rhame & Gorrell Wealth Management

Kyle McClain is a Certified Financial Planner® with 10 years of industry experience. He has been with Rhame & Gorrell Wealth Management since 2017, following prior roles at Bank of America and Merrill. McClain holds the CFP®, Series 63, and Series 66 credentials. Rhame & Gorrell Wealth Management serves individual investors, high-net-worth clients, and business entities by providing financial planning, consulting, and discretionary investment management. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manages approximately $1.44 billion in client assets.

Options & derivatives strategies General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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John G

Series 66

The Woodlands, TX

Rhame & Gorrell Wealth Management

John Geresi is a financial advisor at Rhame & Gorrell Wealth Management with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Willis Johnson & Associates, Robertson Investment Management, and Bank of America. Rhame & Gorrell Wealth Management serves individual investors, high-net-worth clients, and business entities with financial planning, consulting, and discretionary investment management. The firm manages approximately $1.44 billion in client assets and employs a Tactical Asset Allocation Program overseen by an in-house investment committee, combining fundamental, technical, and cyclical analysis to tailor asset allocations to clients’ needs.

Options & derivatives strategies General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Christopher M

CFP®, Series 66

The Woodlands, TX

Rhame & Gorrell Wealth Management

Christopher Melber is a CFP® with 13 years of industry experience, currently serving at Rhame & Gorrell Wealth Management. He previously worked at Fidelity Investments in various roles from 2012 to 2019 and manages a seasonal tax preparation business, The Sum Prep, LLC. Rhame & Gorrell Wealth Management serves individual investors, high-net-worth clients, and business entities with financial planning, consulting, and discretionary investment management. The firm emphasizes tailored asset allocation and employs a Tactical Asset Allocation Program supported by an in-house investment committee, also providing coordinated tax and estate-planning services.

Options & derivatives strategies General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Timothy B

CFP®, Series 63, Series 66

The Woodlands, TX

Rhame & Gorrell Wealth Management

Timothy Blanchard is a CFP® professional with 26 years of industry experience. He is currently with Rhame & Gorrell Wealth Management and previously worked at Charles Schwab Bank and Ameriprise. Rhame & Gorrell Wealth Management serves individual investors, high-net-worth clients, and business entities with financial planning, consulting, and discretionary investment management. The firm uses a mix of fundamental and technical analysis to manage approximately $1.44 billion in client assets through tailored portfolios and a Tactical Asset Allocation Program.

Options & derivatives strategies General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Cory M

Series 63, Series 65

The Woodlands, TX

Rhame & Gorrell Wealth Management

Cory Moscoso is a financial advisor at Rhame & Gorrell Wealth Management with Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Equitable Advisors and involvement with martial arts organizations. Rhame & Gorrell Wealth Management serves individual investors, high-net-worth clients, and business entities with financial planning, consulting, and discretionary investment management. The firm uses tailored asset allocations and a Tactical Asset Allocation Program overseen by an in-house committee, and it is affiliated with an accounting practice providing tax return preparation services to certain clients.

Options & derivatives strategies General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Tyler M

CFP®, Series 65

The Woodlands, TX

Rhame & Gorrell Wealth Management

Tyler Miller is a CFP® and holds a Series 65 license with four years of industry experience. He has worked at Rhame & Gorrell Wealth Management since 2020 and previously gained experience at Deloitte Tax and the University of the Incarnate Word. Rhame & Gorrell Wealth Management serves individual investors, high-net-worth clients, and business entities with financial planning, consulting, and discretionary investment management. The firm manages approximately $1.44 billion in client assets and employs a tactical asset allocation program overseen by an in-house investment committee.

Options & derivatives strategies General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Brecklynn W

CFP®, Series 63

The Woodlands, TX

Rhame & Gorrell Wealth Management

Brecklynn Williams is a CFP® with nine years of experience, currently serving as a financial advisor at Rhame & Gorrell Wealth Management in The Woodlands, TX. She has been with the firm since 2016. Rhame & Gorrell Wealth Management serves individual investors, high-net-worth clients, and business entities with financial planning, consulting, and discretionary investment management. The firm manages approximately $1.44 billion in client assets and employs a tactical asset allocation process overseen by an in-house investment committee.

Options & derivatives strategies General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Clayton H

CFP®, Series 65

The Woodlands, TX

Rhame & Gorrell Wealth Management

Clayton Hostetter is a CFP® professional at Rhame & Gorrell Wealth Management with four years of industry experience. Prior to joining Rhame & Gorrell in 2022, he worked at Cook, Johnston & Co. CPA's and Deloitte Tax, LLP. Rhame & Gorrell Wealth Management serves individual investors, high-net-worth clients, and business entities with financial planning, consulting, and discretionary investment management. The firm emphasizes tailored asset allocations and employs a Tactical Asset Allocation Program overseen by an investment committee, integrating a range of analytical methods and occasionally using options strategies for hedging.

Options & derivatives strategies General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Austin M

CFP®, Series 65

The Woodlands, TX

Rhame & Gorrell Wealth Management

Austin Manning is a CFP® with seven years of industry experience. He is currently affiliated with Rhame & Gorrell Wealth Management and previously worked at Granite Harbor Advisors, Avion Wealth, and Memorial Hermann The Woodlands Medical Center. Rhame & Gorrell Wealth Management serves individual investors, high-net-worth clients, and business entities with financial planning, consulting, and discretionary investment management. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to tailor asset allocations and manages approximately $1.44 billion in client assets.

Options & derivatives strategies General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Darrin M

Series 65

The Woodlands, TX

Rhame & Gorrell Wealth Management

Darrin Moe is a financial advisor at Rhame & Gorrell Wealth Management with a Series 65 credential and several years of professional experience spanning financial services and accounting roles. His prior work includes positions at Generations Wealth & Tax LLC, FPTW Investment Firm, and Haynie & Company CPA Firm. Rhame & Gorrell Wealth Management serves individual investors, high-net-worth clients, and business entities with financial planning, consulting, and discretionary investment management. The firm employs a range of portfolio management strategies including fundamental and technical analysis, tactical asset allocation, and options for hedging, supported by an affiliated accounting practice and law-firm relationships for integrated tax and estate planning services.

Options & derivatives strategies General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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