Spring, TX Spring Brook Plaza Drive Office

Team
Updated today

Client AUM

$245,376,655,958

Clients

801,652

Advisors

5

Of 10,209 advisors across 5,115 offices

Location

21025 Spring Brook Plaza Drive

Spring TX 77379

Advisors at this office

5

Advisors at this office

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Lee G

Series 66

Spring, TX

Cetera

Lee Gibson is a financial advisor with Cetera, holding a Series 66 designation and 14 years of industry experience. He has worked at Cetera and its related entities since 2025 and previously spent 12 years at Concourse Financial Group Securities Inc. In addition to his advisory role, Gibson is involved in manufacturing and sales of a proprietary design product under a commission agreement. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Brent M

CFP®, Series 65, Series 63

Spring, TX

Cetera

Brent Mitcham is a CFP® professional affiliated with Cetera, with 10 years of industry experience. Prior to joining Cetera in 2025, he worked for Concourse Financial Group Securities Inc. from 2015 to 2025. He operates Strategic Financial Advisors, providing financial planning and insurance services, and holds leadership roles at Mitcham Advisors LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes discretionary and non-discretionary strategies across various program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Jacob W

CFP®, Series 63, Series 65

Spring, TX

Cetera

Jacob Welsh is a financial advisor at Cetera with nine years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Cetera, he worked at Concourse Financial Group Securities Inc and JPMorgan Chase Bank, N.A. Welsh also serves as an executor of estates in a non-investment capacity. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser supporting individuals, retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers. The firm manages over $256 billion in assets across more than 10,000 advisors and 800,000 clients.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Brittney A

Series 66

Spring, TX

Cetera

Brittney Aparicio is a financial advisor at Cetera with one year of industry experience. She holds a Series 66 designation and has prior experience with Concourse Financial Group Securities Inc and Strategic Financial Advisors. Outside of advisory work, Brittney serves as a notary public for clients of Strategic Financial Advisors. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and retirement services through a multi-manager platform, featuring discretionary and non-discretionary options and access to affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Donald M

CFP®, ChFC®, Series 63

Spring, TX

Cetera

Donald Mitcham is a CFP® and ChFC® with 41 years of experience in financial planning and advisory services. He has been with Cetera since 2025 and previously spent 28 years at Concourse Financial Group Securities Inc. He also leads Mitcham Advisors, LLC, where he manages operations and strategic planning. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers diverse portfolio management options and operates a multi-manager platform that includes affiliated and third-party managers, supporting both discretionary and non-discretionary strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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