Houston, TX Office

Meredith Rice is a CFP® professional with 19 years of industry experience. She has worked at Mariner Wealth Advisors since 2019 and previously spent 12 years at Patriot Wealth Management, Inc. She is based in Houston, TX. Mariner serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers customized investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, combining in-house research with third-party managers across a range of asset classes and strategies.

Douglas Carroll is a CFP®-certified financial advisor with eight years of industry experience, currently with Mariner Wealth Advisors in Houston, TX. He previously worked at SMS Capital Management and MPR Associates. Carroll serves as treasurer for the Woodland Heights Community Association. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs customized discretionary portfolios supported by an internal team and third-party managers, with a notable integration of tax and accounting services.

Steven Sheldon is a CFP® and CFA® based in Houston, TX, with 23 years of industry experience. He has worked at Mariner Wealth Advisors since 2019 and spent 17 years at SMS Capital Management prior to that. Sheldon serves on the boards of a medical device company and a charitable foundation and is also a published author. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations through investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm implements customized discretionary portfolios supported by in-house research and third-party managers and offers integrated tax and accounting services along with family office and financial wellness solutions.

Todd Hanslik is a CFA® charterholder with 22 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2019. Prior to this, he spent 15 years at Patriot Wealth Management, Inc. He is the sole managing member of QUE SERA ENTERPRISES, LLC, an investment-related business. Mariner Wealth Advisors serves a diverse client base including individuals, institutions, and charitable organizations, offering comprehensive investment management, financial planning, and coordinated tax and family office services. The firm combines in-house research with third-party managers to provide customized portfolios and robust operational solutions such as tax integration and financial wellness programs.

Dana Weinstein is a financial advisor with Mariner Wealth Advisors in Houston, TX, holding a Series 63 designation and 22 years of industry experience. He worked at Patriot Wealth Management for 15 years before joining Mariner in 2019. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines in-house research with third-party manager allocations and provides integrated tax, accounting, and family office services alongside traditional portfolio management.

Billie Murski III is a financial advisor with Mariner in Houston, TX, holding a Series 63 designation and 24 years of industry experience. He worked at Patriot Wealth Management, Inc. for 12 years before joining Mariner Wealth Advisors in 2019. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and access to specialized tax and family office services. The firm utilizes a discretionary, customized portfolio approach supported by in-house research and third-party managers, with a notable integration of tax and accounting services alongside traditional advisory offerings.

Carlos Hernandez is a CFP®-certified financial advisor with 11 years of industry experience. He currently works at Mariner Wealth Advisors and previously held roles at Mercer Global Advisors and Foresters Advisory Services. Mariner serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations, providing investment management, financial planning, retirement plan consulting, and access to various pooled and third-party investment vehicles. The firm combines discretionary, customized portfolio management with integrated tax, accounting, and family office services.

Sydney Motes is a CFP® and holds a Series 65 license with 22 years of industry experience. She has worked at Mariner Wealth Advisors since 2019 and previously spent 12 years with Patriot Wealth Management, Inc. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm uses customized, discretionary portfolios supported by both in-house research and third-party managers, and provides integrated tax, accounting, and family office services alongside traditional portfolio management.

Jeffrey Swantkowski is a Series 65-credentialed advisor at Mariner with 22 years of industry experience. He has worked at Mariner since 2019 and previously spent 16 years at Patriot Wealth Management, Inc. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations through investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm offers coordinated tax services, Core Family Office services, and employer financial-wellness tools alongside customized portfolio management supported by an internal team and external platforms.

Anna Maria Jones is a CFP® with 22 years of experience in the financial services industry. She has worked at Mariner Wealth Advisors since 2019 and previously spent 15 years at Patriot Wealth Management. Jones is based in Houston, TX. Mariner serves a diverse range of clients including individuals, pension plans, trusts, and corporations, offering services such as investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs customized portfolio strategies overseen by an Investment Committee and integrates tax and accounting capabilities uncommon for firms of its size.

Ruben Garcia is a financial advisor at Mariner with a Series 65 credential and one year of industry experience. Prior to joining Mariner, he worked at Storehouse Financial LLC and Interstate Truck Center. Outside of advising, he is involved in eCommerce through eBay and serves as a baseball coach at the Parker County Baseball Academy. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm uses discretionary, customized portfolios supported by an internal investment team and third-party managers, with notable integration of tax and accounting services alongside traditional portfolio management.

Michael Contant is a Series 65-licensed financial advisor with 17 years of industry experience. He has worked at Mariner Wealth Advisors since 2019 and previously spent eight years at Patriot Wealth Management, Inc. Mariner serves a diverse client base, including individuals, high-net-worth households, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs a discretionary, customized portfolio approach overseen by an Investment Committee and combines in-house research with third-party managers, while also providing integrated tax, accounting, and family office services.

Griffin Weinstein is a CFP® and holds a Series 65 license, currently advising at Mariner with three years of industry experience. His prior roles include positions at Crestmont Private Wealth LLC and Mariner Wealth Advisors. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm combines in-house research with third-party managers across a range of asset classes and provides integrated tax, accounting, and administrative family office services.

Kelli Hernandez is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mariner. She has previously worked at Wealth Covenant Group LLC, Quest Capital Management, and Raymond James Financial Services, Inc. Hernandez is based in Houston, TX and holds a Series 63 license. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, tax services, and family office solutions. The firm employs discretionary, customized portfolios overseen by an Investment Committee, combining in-house research with third-party manager allocations and distinctive offerings such as tax integration and financial wellness platforms.