Houston, TX Echo Lane Office

Team
Updated today

Client AUM

$178,924,239,090

Clients

62,807

Advisors

14

Of 1,039 advisors across 223 offices

Location

952 Echo Lane, Suite 460

Houston TX 77024

Advisors at this office

14

Advisors at this office

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Patrick F

Series 66

Houston, TX

Hightower Advisors

Patrick Fleming is a financial advisor at Hightower Advisors with 19 years of industry experience. He holds a Series 66 designation and previously worked for StreetTalk Advisors LLC for ten years before joining Hightower in 2023. Based in Houston, TX, Fleming focuses on providing investment advisory services through Hightower's enterprise platform. Hightower Advisors serves a wide range of individual and institutional clients, including pension and profit-sharing plans, charitable organizations, corporations, trusts, and insurance companies. The firm emphasizes manager selection and multi-manager solutions, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through its network of advisors.

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

CFP®, Series 66

Houston, TX

Hightower Advisors

Braxton Bartlett is a CFP® with seven years of industry experience, currently serving at Hightower Advisors. He has previously worked at STA Wealth Management, Wealth Enhancement Advisory Services, and LPL Financial. Bartlett is based in Houston, TX. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm employs a manager selection approach with multi-manager solutions, offering access to affiliated and third-party managers, proprietary research, and a range of investment vehicles.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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La Tika T

Series 66

Houston, TX

Hightower Advisors

La Tika Tillis is a financial advisor at Hightower Advisors with 18 years of industry experience. She holds a Series 66 designation and previously spent 10 years at Streettalk Advisors, LLC before joining Hightower in 2023. Hightower Advisors provides investment advisory and planning services to individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment strategies.

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

CFP®, Series 65, Series 66

Houston, TX

Hightower Advisors

Carlos Mejia is a financial advisor at Hightower Advisors with eight years of industry experience. He holds the CFP® designation as well as Series 65 and Series 66 licenses. His prior roles include positions at Crestmont Private Wealth LLC, UBS Financial Services, FCA Corp, NextGenVest, and the University of Houston. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management and financial planning services.

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

Series 65

Houston, TX

Hightower Advisors

Joshua Smith is a financial advisor at Hightower Advisors in Houston, TX, holding a Series 65 designation with one year of industry experience. His prior roles include positions at GeoWealth, First Ascent Asset Management, and DeRoy & Devereaux Private Investment Counsel. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that incorporates affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

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

CFP®, Series 63, Series 65

Houston, TX

Hightower Advisors

Robert Harris is a CFP® with 30 years of experience in the financial services industry. He is currently with Hightower Advisors and has previously worked at STA Wealth Management and UBS Financial Services. Outside of advising, he owns and manages a lake home rental business. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals and institutions, using a multi-manager investment approach that incorporates affiliated and third-party managers across various asset types.

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

CFP®, PFS™, Series 63

Houston, TX

Hightower Advisors

Scott Bishop is a financial advisor at Hightower Advisors with 30 years of industry experience. He holds the CFP®, PFS™, and Series 63 designations. Prior to joining Hightower in 2023, he worked for STA Wealth Management, LLC from 2014 to 2023. Outside of his advisory role, he manages Vandelay Financial Group, LLC, a holding company related to advisory and insurance revenue and expenses. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, and corporations. The firm emphasizes manager selection and multi-manager investment solutions, utilizing both affiliated and third-party managers along with proprietary research and a range of investment vehicles.

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

Series 66

Houston, TX

Hightower Advisors

Cy Cattan is a financial advisor at Hightower Advisors with 23 years of industry experience. He holds a Series 66 designation and previously spent 10 years with Streettalk Advisors, LLC dba STA Wealth Management. Outside of advising, he owns Arenosa Creek Ranch, a hunting preserve where he occasionally takes guests hunting. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, using both affiliated and third-party managers, and offers a variety of portfolio construction options including mutual funds, ETFs, and alternative investments.

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

Series 65

Houston, TX

Hightower Advisors

Daniel Garza is a financial advisor with Hightower Advisors holding a Series 65 designation. He has professional experience at Riveron Consulting, Ernst & Young, and Ryan LLC, spanning roles from 2015 to 2024. Garza is based in Houston, TX. Hightower Advisors offers investment advisory and planning services to a diverse range of clients, including individuals, institutions, pension plans, and charitable organizations. The firm employs a multi-manager approach that combines affiliated and third-party managers, utilizing proprietary research and various investment vehicles such as mutual funds, ETFs, and alternative investments.

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

Series 65

Houston, TX

Hightower Advisors

Brandon Hicks is a financial advisor at Hightower Advisors with a Series 65 designation. He joined the firm in 2024 and has prior work experience at Amazon and in the food service industry. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager investment approach that includes proprietary research and a variety of investment vehicles.

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

CFP®, Series 65

Houston, TX

Hightower Advisors

Michael Churchill is a CFP® with eight years of industry experience, currently serving as an advisor at Hightower Advisors since 2023. He previously worked at STA Wealth Management, LLC for five years and ABIP, PC for four years. Outside of his advisory role, he is the president of Churchill Consolidated Group Inc., a company involved in accounting and tax preparation. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s approach includes manager selection through affiliated and third-party managers, proprietary research, and portfolio construction incorporating mutual funds, ETFs, alternative investments, and custom indexing.

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

CFP®, Series 66

Houston, TX

Hightower Advisors

Sarahbeth Pipkin is a Certified Financial Planner (CFP®) with 18 years of industry experience. She currently works at Hightower Advisors and previously held roles at STA Wealth Management, LLC, and UBS Financial Services. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, supported by proprietary research and a range of portfolio management options.

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

Series 66

Houston, TX

Hightower Advisors

Nicholas Low is a financial advisor at Hightower Advisors with 17 years of industry experience. He has held previous roles at STA Wealth Management, LLC and J.P. Morgan Securities. He holds the Series 66 designation and is based in Houston, TX. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

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

CFP®, Series 66

Houston, TX

Hightower Advisors

Laura Brantley is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2025. Prior to joining Hightower, she worked at Wealth Enhancement Brokerage Services LLC and Wealth Enhancement Advisory Services LLC for nine years, and LPL Financial, LLC for ten years. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with a broad range of investment products and strategies.

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