Houston, TX Main Street Office

Sonia Dowell is a financial advisor at Goldman Sachs Wealth Services with 19 years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following six years at The Ayco Company, LP./Mercer Allied. Based in Houston, TX, she provides wealth management services within a large integrated financial firm. Goldman Sachs Wealth Services delivers financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers, offering tailored programs such as Executive Wealth and Private Family Office support integrated across its affiliated entities.

Matthew Ozuna is a financial advisor at Goldman Sachs Wealth Services with 20 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, following a 16-year tenure at The AYCO Company, L.P./Mercer Allied. Outside of his advisory role, he is the owner of O.Z. Lifestyle Brands, a product customization and reselling company. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm offers tailored services and utilizes centralized investment resources, combining discretionary and non-discretionary management approaches within a large integrated financial group.

Erin Williams is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. She holds a Series 66 designation and has prior work experience at Dell Technologies and Texas A&M University. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm utilizes strategic allocation models, manager selections, and both discretionary and non-discretionary implementations, supported by a broad network of Goldman Sachs affiliates and proprietary research tools.

Daniel Tiprigan is a CFP® and holds a Series 66 license with 14 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 11 years at The AYCO Company, L.P./Mercer Allied. He serves as Treasurer of Christ Our Hope Community Church in Houston, where he oversees investments and manages the church’s financial affairs. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm uses centralized investment resources and model portfolios, delivering services through both discretionary and non-discretionary managers while offering specialized programs such as Executive Wealth and Private Family Office support.

David Gregory is a financial advisor at Goldman Sachs Wealth Services with 12 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2019, following seven years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers customized financial planning and portfolio management supported by proprietary strategic models and access to a broad range of affiliated resources and services.

Olanrewaju Shogbola is a financial advisor with Goldman Sachs Wealth Services in Houston, TX, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at United Capital Financial Advisers, Wells Fargo Clearing, Wells Fargo Bank, and Northwestern Mutual. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients, utilizing centralized investment resources and a range of tailored offerings.

James Taravella is a CFP®-certified financial advisor with six years of industry experience, currently with Goldman Sachs Wealth Services in Houston, TX. He has worked at Goldman Sachs & Co. LLC since 2019, following roles at The Ayco Company, L.P./Mercer Allied and other firms. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporations, and institutions. The firm uses centralized investment resources and a combination of discretionary and non-discretionary managers to deliver tailored wealth management solutions.

Tatyana Sokolova is a financial advisor at Goldman Sachs Wealth Services, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at Ayco and Meltser Law Group. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, executives, and institutional clients, offering comprehensive financial planning and portfolio management with access to specialized wealth programs and alternative investments.

Aaron Skutelsky is a financial advisor with Goldman Sachs Wealth Services in Houston, TX, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at The AYCO Company, L.P./Mercer Allied, Bank of America, N.A., and Merrill Lynch Pierce Fenner & Smith Incorporated. Goldman Sachs Wealth Services serves a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers customized financial planning and portfolio management, leveraging integrated teams and proprietary research tools within the broader Goldman Sachs ecosystem.

Marisa Gu is a financial advisor at Goldman Sachs Wealth Services in Houston, TX, holding a Series 66 designation with less than one year of industry experience. Her prior experience includes roles at Ally Financial and Fidelity Investments, as well as work with educational institutions such as the University of Texas at Austin and several high schools. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs supported by a comprehensive and integrated advisory platform within the broader Goldman Sachs ecosystem.