Houston, TX San Felipe Office

Wallace Burgoyne is a CFP® with 34 years of industry experience, currently serving as an advisor at Symphony Financial, Ltd. Co. since 2014. He also maintains a long-standing affiliation with LPL Financial LLC dating back to 2003. Outside of his advisory roles, Burgoyne is involved in non-variable insurance sales in Houston, TX. 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, tailoring portfolios to client risk profiles and objectives, and supports ERISA 3(21) retirement-plan work alongside traditional portfolio management.

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.

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 three years of industry experience. She holds a Series 65 designation and previously worked at Retirement Planners of America. Outside of her advisory role, she is the owner of Vantage Point Test Prep, an exam preparation and tutoring business she established in 2007. 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 combining fundamental and technical analysis and offers a multi-family office service model coordinating broad family needs through outside providers.

Timothy Miller is a financial advisor with Symphony Financial, Ltd. Co. in Houston, TX, where he has worked since 2025. He also has experience with Texas Republic Capital Corporation dating back to 2012. Symphony Financial, Ltd. Co. offers discretionary investment management, financial planning, consulting, and self-directed retirement account services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $1.09 billion in assets and employs a long-term investment approach that combines fundamental and technical analysis, tailoring portfolios to client risk profiles and objectives.

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.

Glenda Toon is a financial advisor with LPL Financial in El Paso, TX, holding a Series 66 designation and over 25 years of industry experience. She has worked at LPL Financial since 2004 and operates Symphony Financial, Ltd. Co., an independent registered investment advisory firm. She also serves as Vice President on the board of the High Noon Chapter of Business Networking International. LPL Financial serves a diverse client base including individual investors, retirement plans, banks, charities, and high-net-worth households. The firm offers a broad range of advisory and brokerage services supported by an in-house research team and a flexible platform that accommodates various investment models and client needs.

Justin Tyger is a financial advisor with Symphony Financial, Ltd. Co. in Houston, TX. He holds a Series 65 designation and has experience with NextMed Reviews, LLC and Airrosti Rehab Centers, LLC alongside his advisory role. Symphony Financial provides services to individuals, trusts, estates, charitable organizations, and business entities, offering discretionary portfolio management, financial planning, and multi-family office solutions. The firm employs a long-term investment approach using a range of investment vehicles and coordinates comprehensive family office services with external specialists.

Alejandro Tapia is a financial advisor with Symphony Financial, Ltd. Co. in Houston, TX, holding a Series 66 designation and 22 years of industry experience. He has been with Symphony Financial since 2014 and has concurrent tenure at LPL Financial LLC dating back to 2004. Tapia is involved in Aviation Retirement Strategies, LLC, a business related to retirement planning within the aviation sector. Symphony Financial 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 employs a long-term investment approach that combines fundamental and technical analysis, tailoring portfolios to client risk profiles and objectives with continuous monitoring and coordination through custodial platforms and outside specialists.

Brenda Jackson is a financial advisor at Symphony Financial, Ltd. Co. in Houston, TX, holding Series 63 and Series 66 licenses with 25 years of industry experience. She has worked at Symphony Financial since 2014 and has been affiliated with LPL Financial LLC since 2012. Symphony Financial provides discretionary investment management, financial planning, consulting, and Personal Choice Retirement Account services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a long-term investment approach that combines fundamental and technical analysis, tailoring portfolios to client risk profiles and objectives while offering a multi-family office service model and coordination with custodians and external specialists.