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Garrett H

Series 65, Series 63

Houston, TX

Segment Wealth Management, LLC

Garrett Hizer is a financial advisor at Segment Wealth Management, LLC in Houston, TX, holding Series 65 and Series 63 licenses with six years of industry experience. His prior roles include positions at Selah Financial Services and Boston Mountain Money Management. Before entering finance, he worked at Revved Fitness, Hilton Corporate, and the OSU Foundation. Segment Wealth Management provides discretionary and non-discretionary investment management services to individuals, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm combines ETF-based asset allocation with actively managed equity strategies and tailored fixed-income portfolios, serving approximately $2.07 billion in discretionary assets as of December 31, 2025.

Options & derivatives strategies Tax-loss harvesting Concentrated stock management
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Jennifer H

Series 65

Houston, TX

Segment Wealth Management, LLC

Jennifer Heerensperger is a financial advisor at Segment Wealth Management, LLC in Houston, TX, holding a Series 65 designation with two years of industry experience. She has been with Segment Wealth Management since 2011, when the firm was established. Segment Wealth Management provides investment management services to individuals, business entities, and various institutional clients, offering both discretionary and non-discretionary portfolio management. The firm combines ETF-based asset allocation with actively managed equity and fixed-income strategies, and employs a range of investment tools including options and structured products.

Options & derivatives strategies Tax-loss harvesting Concentrated stock management
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Gil B

Series 63, Series 65

Houston, TX

Segment Wealth Management, LLC

Gil Baumgarten is a financial advisor at Segment Wealth Management, LLC in Houston, TX, with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at UBS Financial Services and Concert Wealth Management. Baumgarten is also involved as General Partner in a private mineral fund, VEP Orchard II LLC. Segment Wealth Management provides discretionary and non-discretionary investment management to individuals, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm combines ETF-based asset allocation with actively managed equity strategies and tailored fixed-income portfolios, serving clients with approximately $2.07 billion in assets under management as of December 31, 2025.

Options & derivatives strategies Tax-loss harvesting Concentrated stock management
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