Symphony Financial, Ltd. Co.

Wallace Burgoyne Jr. is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Symphony Financial, Ltd. Co. since 2014. His prior roles include positions at LPL Financial, Veravest Investment Advisors, Inc., Allmerica Investments, Inc., and Waddell & Reed, Inc. based in Houston, TX. Symphony Financial serves individuals, trusts, estates, charitable organizations, and business entities with discretionary portfolio management, financial planning, and consulting. The firm offers a comprehensive multi-family office service and applies a long-term investment philosophy utilizing a range of investment vehicles tailored to clients’ needs.

Nichole Carr is a financial advisor with Symphony Financial, Ltd. Co. in Houston, TX, holding a Series 66 designation and one year of industry experience. She previously worked at Sanctuary Securities, Inc. for six years and has experience with nonprofit organizations and youth services. Symphony Financial serves individuals, trusts, estates, charitable organizations, and business entities through discretionary portfolio management, financial planning, and consulting. The firm offers multi-family office services, retirement account management, and coordinates comprehensive engagements involving tax, legal, and banking specialists.

Paul Mc Cutchen is a financial advisor at Symphony Financial, Ltd. Co. in Houston, TX, with two years of industry experience. He has worked at Symphony Financial since 2024 and has additional business activities with 28 Gauge Realty and Armadillo Insurance. Symphony Financial, Ltd. Co. provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $1.09 billion in assets and uses a long-term investment approach that combines fundamental and technical analysis, tailoring portfolios to client risk profiles and objectives.

Sean Roth is a financial advisor at Symphony Financial, Ltd. Co. with three years of industry experience. He also works with Aviation Retirement Strategies and has been employed by United Airlines since 2005. Symphony Financial, Ltd. Co. provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a long-term investment approach that combines fundamental and technical analysis and offers a multi-family office service model addressing broad family needs through coordination with outside providers.

Samer Salha is a financial advisor at Symphony Financial, Ltd. Co. with two years of industry experience. He holds a Series 65 designation and has worked at firms including McAdam LLC and the Arab Jordanian Investment Bank. Salha is also the owner of Salha Associates LLC, where he provides consulting services. Symphony Financial, Ltd. Co. offers discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a long-term investment approach combining fundamental and technical analysis and provides a multi-family office offering alongside traditional portfolio management and retirement-plan services.

Jeremy Blumin is a financial advisor at Symphony Financial, Ltd. Co. with one year of industry experience. He has worked at FMS Tax Services LLC since 2008 and United Airlines since 2007. Symphony Financial serves individuals, trusts, estates, charitable organizations, and business entities through discretionary portfolio management, financial planning, and consulting. The firm offers multi-family office services, third-party management arrangements, and self-directed retirement account management, applying a long-term investment philosophy and coordinating comprehensive engagements involving outside specialists.

Michelle Boeding is a financial advisor at Symphony Financial, Ltd. Co. in Houston, TX, holding a Series 65 credential with 11 years of industry experience. She has been with Symphony Financial and LPL Financial since 2016. Outside of her advisory role, she works as a pilot trainer for Boeing 787 aircraft at United Airlines, a position she has held since 2006. Symphony Financial provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and businesses. The firm manages approximately $1.09 billion in assets and employs a long-term investment approach that integrates fundamental and technical analysis, tailoring portfolios to client risk profiles and objectives.

Dennis Greensage is a financial advisor at Symphony Financial, Ltd. Co. with 43 years of industry experience. He holds a Series 63 designation and has worked at Symphony Financial since 2014 and LPL Financial since 2004. Greensage is involved with The Greensage Group, a business that handles non-variable insurance and related activities. Symphony Financial serves individuals, trusts, estates, charitable organizations, and business entities through discretionary portfolio management, financial planning, and consulting. The firm offers multi-family office services and coordinates with outside specialists, applying a long-term investment philosophy using a variety of investment vehicles and fiduciary services.

Garry Martin is a financial advisor with Symphony Financial, Ltd. Co. in Houston, TX, holding a Series 63 designation and 40 years of industry experience. He spent 21 years with Raymond James Financial Services before joining Symphony Financial and LPL Financial in 2026. Outside of advising, Martin is involved in several business ventures including ownership of a CNC machine investment operation and a vice president role at a sports bar. Symphony Financial serves individuals, trusts, estates, charitable organizations, and business entities through discretionary portfolio management, financial planning, and multi-family office services. The firm employs a long-term investment philosophy using a range of investment vehicles and offers comprehensive multi-family office solutions that include coordination of outside specialists and specialty lending.

Michelle Roberts is a financial advisor at Symphony Financial, Ltd. Co. with four years of industry experience. She holds the Series 65 credential and previously worked at Retirement Planners of America. She is also the sole proprietor of Vantage Point Test Prep, an exam preparation and tutoring business that she continues to own but does not actively manage. Symphony Financial serves individuals, trusts, estates, charitable organizations, and business entities through discretionary portfolio management, financial planning, and consulting. The firm offers a broad multi-family office platform and applies a long-term investment philosophy using a range of investment vehicles tailored to client needs.

Timothy Miller is a financial advisor with Symphony Financial, Ltd. Co. in Houston, TX, holding one year of industry experience. Prior to joining Symphony Financial, he has been affiliated with Texas Republic Capital Corporation since 2012. Symphony Financial serves individuals, trusts, estates, charitable organizations, and business entities by offering discretionary portfolio management, financial planning, and consulting services. The firm provides a broad range of multi-family office services and employs a long-term investment philosophy that combines fundamental and technical analysis.

Christian Smaistrla is a financial advisor with LPL Financial in Tomball, TX, holding a Series 63 designation and 27 years of industry experience. He has worked at LPL Financial since 2004 and at Symphony Financial, Ltd. Co. since 2014. In addition to his advisory work, he is involved in non-variable insurance sales. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Huilian Zhang is a financial advisor at Symphony Financial, Ltd. Co. with one year of industry experience. Prior to joining Symphony Financial, Zhang worked for ten years at Juniper Networks and has also been involved with MKI Marketing. Symphony Financial provides discretionary investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a long-term investment approach that incorporates fundamental and technical analysis and offers tailored portfolios with continuous monitoring.

Mark Koellner is a CFP® with 20 years of experience in financial advising, currently with Symphony Financial, Ltd. Co. in Houston, TX. His prior roles include positions at SteelPeak Wealth, Titleist Capital, Edward Jones, USAA Financial Planning, UBS Financial Services, Merrill, and Chase Investment Services. In addition to his advisory work, he is also an insurance agent, actively involved in the sale of insurance products to clients. Symphony Financial serves individuals, trusts, estates, charitable organizations, and business entities with discretionary portfolio management, financial planning, and multi-family office services. The firm applies a long-term investment philosophy that incorporates fundamental and technical analysis and offers a wide range of tailored portfolio solutions supported by comprehensive multi-family office offerings.

Kyle Fritz is a financial advisor at Symphony Financial, Ltd. Co. in Houston, TX, with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Sheets Smith Investment Management and The Private Bank at Bank of America. Outside of advising, Fritz tutors exam material for securities licensing exams. Symphony Financial serves individuals, trusts, estates, charitable organizations, and business entities through discretionary portfolio management, financial planning, and consulting. The firm offers multi-family office services and tailors portfolios using a long-term investment approach combining fundamental and technical analysis.