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Emilee B
Series 65
Houston, TX
Edelman Financial Engines
Emilee Baker is a Series 65-licensed financial advisor with two years of industry experience, currently working at Edelman Financial Engines in Houston, TX. Her background includes prior roles within the same firm and its predecessor, Financial Engines Advisors, L.L.C., as well as experience outside finance at United Rentals Inc. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary management with a focus on diversified model portfolios and long-term investment orientation.
Hongjie Z
Series 65
Houston, TX
Edelman Financial Engines
Hongjie Zheng is a financial advisor at Edelman Financial Engines in Houston, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Edelman Financial Engines, Zheng worked at Financial Planning Solutions and has experience in the food service industry through Haidilao Hot Pot Houston Inc. Zheng’s background also includes several years in education, working at various high schools and Bentley University. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified portfolios and long-term oriented investment management across a broad range of account types.
Brian M
CFP®, Series 66
Houston, TX
Edelman Financial Engines
Brian Mueller is a financial advisor with Edelman Financial Engines in Houston, TX, holding CFP® and Series 66 designations and bringing 19 years of industry experience. He has been with the Edelman Financial Engines organization and its predecessors since 2016. Edelman Financial Engines provides technology-driven investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm offers a range of workplace solutions and wealth management services, utilizing a committee-driven modeling process combined with planner delivery and online tools.
Cimalie Z
CFP®, Series 66
Houston, TX
Edelman Financial Engines
Cimalie Zoy is a CFP® with 22 years of industry experience, currently serving at Edelman Financial Engines since 2025. She previously worked at Financial Engines Advisors L.L.C. and Financial Engines Advisor Center, Llc. Outside of her advisory work, she serves as treasurer for Boy Scouts of America Pack 76, managing the pack’s financial activities. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, providing both discretionary and non-discretionary investment solutions.
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