Houston, TX Post Oak Blvd Office

Patricia Redd is a financial advisor at OneSeven in Houston, TX, holding a Series 65 designation with approximately three years of industry experience through roles at Raymond James, OneSeven (d/b/a HTR Wealth Management), and Apollon Wealth Management. She has also worked outside the industry at BBVA and Kings Crossing Church of Christ. Additionally, she is an independent insurance agent. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering diversified portfolio management and financial planning with a primarily long-term investment approach.

H Roggen is a financial advisor with OneSeven in Houston, TX, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His prior roles include positions at Apollon Wealth Management, Raymond James Financial, and UBS Financial Services. Outside of advisory work, he is a partner in L Roggen Travel, a small business unrelated to investments. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary portfolio management, financial planning, and consulting. The firm employs a primarily long-term investment approach with diversified portfolios and access to alternatives and third-party strategies.

Jonathan Adams is a financial advisor at OneSeven with a Series 65 designation and one year of industry experience. Prior to joining OneSeven, he worked at Apollon Wealth Management, LLC and has a background that includes legal studies at the University of Texas School of Law and the London School of Economics. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm emphasizes a primarily long-term investment approach and offers diversified portfolios with access to alternatives and private placements, while also leveraging third-party platforms and consulting relationships to enhance its services.

Arthur Brand is a financial advisor at OneSeven with 21 years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill, Raymond James Financial Services, Blue Cross Blue Shield of Texas, and Apollon Wealth Management. He also serves as a branch manager at HTR Wealth Management in Houston. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management, financial planning, retirement-plan consulting, and educational seminars, employing a primarily long-term investment approach with access to diverse asset types and third-party managers.