Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Quincy G

Series 63, Series 65

Spring, TX

SPC

Quincy Goudeau Sr. is a financial advisor at SPC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Clearing, LPL Financial, and Morgan Stanley. Outside of his advisory work, he is the founder and managing director of Royal Players Basketball Academy, a youth athletic and academic organization in Spring, TX. SPC provides investment management, financial planning, and retirement-plan advisory services to a broad client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large network of advisors and offers tailored, discretionary investment advice delivered through multiple account programs.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
user avatar
firm logo

Robert L

Series 66

Spring, TX

SPC

Robert Lenertz is a financial advisor with SPC in Spring, TX, holding a Series 66 credential and 17 years of industry experience. His work history includes roles at firms such as J.P. Morgan Securities, LPL Financial, and Retirement Planners of America. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers tailored, discretionary investment advice primarily through the SIGMA Managed Account and other account programs.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
user avatar
firm logo

Forest B

Series 63, Series 66

Spring, TX

SPC

Forest Busby Jr. is a financial advisor at SPC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Raymond James Financial Services Advisors and J.P. Morgan Securities. Busby also serves as Vice President of Woodforest Wealth Strategies, an affiliate of Woodforest National Bank. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm operates a large advisory network and offers tailored, discretionary investment advice through various account programs.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)