ICON Wealth Partners

Daniel Schmieder is a CFP® with 44 years of industry experience, currently serving as an investment advisor representative at Icon Wealth Partners and a registered representative with Purshe Kaplan Sterling Investments. His prior roles include positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and Oppenheimer & Co. He is also the owner of Romance Ranch LLC, a cattle and hay sales business with oil and gas leasing operations. Icon Wealth Advisors is a multi-advisor wealth management firm that manages approximately $2.25 billion for individuals, high-net-worth clients, trusts, estates, charitable organizations, and ERISA plans. The firm employs a long-term, model-driven investment approach focused on low-cost ETFs supplemented by mutual funds, individual securities, and internally managed fixed-income strategies.

Stephen Schwarzbach is a financial advisor with Icon Wealth Partners in Houston, TX, holding a Series 66 designation and 17 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2017. Outside of his advisory role, he serves as a director for Spring Spirit Baseball, a nonprofit organization serving underprivileged children. Icon Wealth Advisors is a multi-advisor wealth management firm managing approximately $2.25 billion for individuals, high-net-worth clients, trusts, estates, charitable organizations, and ERISA plans. The firm employs a long-term, model-driven investment approach focusing on low-cost ETFs and offers discretionary portfolio management, financial planning, and retirement advice.

Michael Cregan is a financial advisor at Icon Wealth Partners with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including PURSHE KAPLAN STERLING INVESTMENTS and Avalon Advisors. Icon Wealth Advisors is a multi-advisor wealth management firm overseeing approximately $2.25 billion for individuals, high-net-worth clients, trusts, estates, charitable organizations, and ERISA plans. The firm follows a long-term, model-driven investment approach that emphasizes low-cost ETFs alongside mutual funds, individual securities, and fixed-income strategies.

James Pavlik is a financial advisor with ICON Wealth Partners in Houston, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at PURSHE KAPLAN STERLING INVESTMENTS, Inc., Avalon Wealth Management LLC, and Avalon Advisors, LLC. He is dually registered as an investment advisor representative and a registered representative, splitting his time primarily between these roles. ICON Wealth Advisors provides wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and ERISA plans. The firm employs a primarily long-term investment approach using fundamental and technical analysis, with a focus on low-cost ETFs and customized client portfolios.

Allison McKibbon is an investment advisor representative at Icon Wealth Partners with seven years of industry experience. She holds a Series 66 designation and has worked at Icon Wealth Partners since 2020, previously affiliated with Avalon Advisors and Avalon Wealth Management. Allison is dually registered with Icon Wealth Partners and Purshe Kaplan Sterling Investments, conducting business primarily from Houston, TX. Icon Wealth Advisors is a multi-advisor wealth management firm managing approximately $2.25 billion for individuals, high-net-worth clients, trusts, estates, charitable organizations, and ERISA plans. The firm employs a long-term, model-driven investment approach focused on low-cost ETFs, mutual funds, individual securities, and fixed-income strategies, providing discretionary portfolio management and financial planning services.

Jennifer Moore is an investment advisor representative with ICON Wealth Partners and a registered representative with Purshe Kaplan Sterling Investments, Inc., holding Series 63 and Series 66 licenses. She has 19 years of industry experience, including roles at ICON Wealth Partners since 2016 and Purshe Kaplan Sterling Investments since 2016. Outside of financial services, she is a member of Allied Hydromulch TX, LLC, an erosion control business. ICON Wealth Advisors provides wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and ERISA plans. The firm’s investment approach combines fundamental and technical analysis with a focus on low-cost ETFs, offering discretionary portfolio management, model portfolios, and customized allocations based on client goals and risk tolerance.

Ricardo Mihaly is a Certified Financial Planner® with 19 years of industry experience, currently serving with ICON Wealth Partners. He has previously worked with Purshe Kaplan Sterling Investments, Inc. and Mass Mutual. In addition to his advisory work, he is an Independent Insurance Agent. ICON Wealth Advisors provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and ERISA plans. The firm emphasizes long-term investment strategies using low-cost ETFs and offers customized portfolio allocations based on clients’ goals and risk tolerance.

Blake Pratz is a financial advisor with ICON Wealth Partners in Houston, TX, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked with Icon Wealth Advisors since 2016 and is also associated with Purshe Kaplan Sterling Investments, Inc. Mr. Pratz is licensed as an insurance agent, dedicating a small portion of his time to insurance sales. ICON Wealth Advisors provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and ERISA plans. The firm employs a primarily long-term investment approach that combines fundamental and technical analysis, emphasizing low-cost ETFs and customized portfolio allocations aligned with client goals and risk tolerance.

Jack Wiesen is a financial advisor at ICON Wealth Partners with six years of industry experience. He holds the Series 66 designation and has previous experience with firms including Purshe Kaplan Sterling Investments and Morgan Stanley. Wiesen is dually registered with Icon Wealth Partners and Purshe Kaplan Sterling Investments. ICON Wealth Advisors provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and ERISA plans. The firm employs a primarily long-term investment approach using low-cost ETFs, fundamental and technical analysis, and customized portfolio allocations based on client goals and risk tolerance.

John Taylor is a financial advisor with Icon Wealth Partners in Houston, TX, holding a Series 66 designation and five years of industry experience. He has worked at Icon Wealth Advisors, LLC since 2022 and is also registered with Purshe Kaplan Sterling Investments. Prior to his financial advisory career, Taylor held roles at MUFG Union Bank and Briar Oil and Gas. Icon Wealth Advisors is a multi-advisor wealth management firm managing approximately $2.25 billion for individuals, high-net-worth clients, trusts, estates, charitable organizations, and ERISA plans. The firm employs a long-term, model-driven investment approach focused on low-cost ETFs, mutual funds, individual securities, and fixed-income strategies, providing discretionary portfolio management and financial planning services.

Patrick Incerto is a financial advisor at ICON Wealth Partners with a Series 65 credential and one year of industry experience. His prior roles include positions at Mountain Capital Partners and Vinson & Elkins LLP. Incerto also manages several investment and real estate holding entities outside of his advisory work. ICON Wealth Advisors provides wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and ERISA plans. The firm employs a primarily long-term investment approach that combines fundamental and technical analysis with an emphasis on low-cost ETFs and customized client allocations.

Kyle Bruchmiller is a financial advisor with Icon Wealth Partners in Houston, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to joining Icon Wealth Partners in 2023, he worked at Hines Securities Inc. from 2015 to 2023. Icon Wealth Advisors is a multi-advisor wealth management firm overseeing approximately $2.25 billion for individuals, high-net-worth clients, trusts, estates, charitable organizations, and ERISA plans. The firm employs a long-term, model-driven investment approach focused on low-cost ETFs, supplemented by mutual funds, individual securities, and fixed-income strategies, while providing discretionary portfolio management, retirement advice, and cash and credit management solutions.

Maria De Lima Velez is a financial advisor at Icon Wealth Partners with two years of industry experience. She holds a Series 65 designation and has previously worked at Arete Investments, Quest Trust Company, and ABLC of Houston. Outside of advising, she has been involved with Arete Insurance Services as an insurance agent focusing on client onboarding, service, analysis, and case preparation. Icon Wealth Partners is a multi-advisor wealth management firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and ERISA plans. The firm employs a long-term, model-driven investment approach that emphasizes low-cost ETFs alongside mutual funds, individual securities, and fixed-income strategies, providing discretionary portfolio management and periodic financial planning.

Steven Novotny is a CFP® professional with eight years of experience in financial advisory roles. He currently works at ICON Wealth Partners and has held positions at Novotny Wealth Management, NVM Capital Partners LLC, and Morgan Stanley among others. ICON Wealth Advisors provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and ERISA plans. The firm employs a long-term investment approach focused on low-cost ETFs, fundamental and technical analysis, and offers customized portfolio allocations based on client goals and risk tolerance.

Brooks McGee is a financial advisor with ICON Wealth Partners in Houston, TX, holding a Series 66 designation and 14 years of industry experience. He has previously worked with Avalon Wealth Management and Purshe Kaplan Sterling Investments. Outside of advisory work, McGee serves on the boards of Spring Spirit Baseball, a youth sports and mentoring organization, and Baylor College of Medicine. ICON Wealth Advisors provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and ERISA plans. The firm employs a primarily long-term investment approach combining fundamental and technical analysis, emphasizing low-cost ETFs and customized client portfolios.