TIP Group LLC

Phillip Hammett is a financial advisor with TIP Group LLC in Houston, TX, holding Series 63 and Series 65 licenses and with seven years of industry experience. His prior roles include positions at The O.N. Equity Sales Company and Northwestern Mutual Investment Services LLC. He is also a part owner of an online retail business, Virtual Amazon Store, LLC. TIP Group LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities, using a combination of fundamental analysis, modern portfolio theory, and technical analysis. The firm offers both discretionary and non-discretionary management, conducting periodic reviews and coordinating with third-party managers when applicable.

Neil Linden II is a financial advisor at TIP Group LLC in Houston, TX, holding a Series 65 credential with one year of industry experience. Before joining TIP Group, he worked at The Fitzpatrick Group and Amerus Financial, as well as spending nine years at Cloudera, Inc. TIP Group LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm combines fundamental analysis, modern portfolio theory, and technical analysis to guide investment decisions and offers both discretionary and non-discretionary management.

Robert Coffman is a financial advisor with TIP Group LLC based in Houston, TX. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at Fitzpatrick Group and Novum Energy Trading Inc., among others. TIP Group LLC provides ongoing portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical analysis to support long-term trading and asset allocation decisions.

Travis Zimmerman is a financial advisor with TIP Group LLC in Houston, TX, holding a Series 66 license and two years of industry experience. His prior roles include positions at Cetera and IMG Financial Group as well as service in the United States Air Force. He is also a licensed insurance agent for The Fitzpatrick Group. TIP Group LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities, employing investment strategies based on fundamental analysis, modern portfolio theory, and technical analysis. The firm offers both discretionary and non-discretionary management along with a structured fee schedule and works with third-party managers when appropriate.

Luke Jander is a financial advisor at TIP Group LLC with three years of industry experience. He holds a Series 65 designation and has worked with multiple carriers providing life and disability insurance, including Fixed Index Annuities, for which he receives commissions. Prior to joining TIP Group in 2022, he worked at ASGN and Texas A&M. TIP Group LLC offers portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm uses a combination of fundamental analysis, modern portfolio theory, and technical analysis to inform investment decisions and provides both discretionary and non-discretionary management.

Patrick Murphy is a financial advisor at TIP Group LLC in Houston, TX, holding a Series 65 designation. He has one year of industry experience and prior work history including roles at The Fitzpatrick Group and the Sam Houston Area Council, BSA. TIP Group LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm uses a documented Investment Policy Statement and combines fundamental analysis, modern portfolio theory, and technical analysis to guide long-term investment decisions, offering both discretionary and non-discretionary management.

Nikolas Daboin is a financial advisor at TIP Group LLC with two years of industry experience. He holds a Series 65 credential and has worked concurrently as an insurance agent focusing on non-variable life and annuity sales. His prior roles include positions with The Fitzpatrick Group and involvement in youth soccer programs. TIP Group LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a mix of fundamental analysis, modern portfolio theory, and technical analysis to guide long-term investment decisions, offering both discretionary and non-discretionary management.

Jackson Rowe is a financial advisor at TIP Group LLC in Houston, TX, holding a Series 65 designation with approximately 3 years of industry experience. His prior work includes positions at The Fitzpatrick Group and involvement in educational and municipal roles. TIP Group LLC offers portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm uses a combination of fundamental analysis, modern portfolio theory, and technical analysis to guide investment decisions and provides both discretionary and non-discretionary management.

Jacob Lewis is a financial advisor with TIP Group LLC in Houston, TX. He holds a Series 65 designation and has one year of industry experience. Prior to joining TIP Group LLC, he worked at The Fitzpatrick Group and has experience in the food service industry with Grub Burger Bar. TIP Group LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm uses a combination of fundamental analysis, modern portfolio theory, and technical analysis to guide long-term investment decisions and offers both discretionary and non-discretionary management.

Cameron Cooper is a financial advisor at TIP Group LLC in Houston, TX, holding a Series 65 designation with two years of industry experience. He previously worked at The Fitzpatrick Group and has background experience in golf club operations. TIP Group LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities, using a blend of fundamental analysis, modern portfolio theory, and technical analysis to guide investment decisions.

Steven Sigloch Jr. is a financial advisor at TIP Group LLC in Houston, TX. He holds a Series 65 designation and has been in the industry since 2025. Prior to his advisory role, he spent ten years with Grocery Services Inc. Outside of his advisory work, Sigloch is a silent partner in Sigloch Associates LLC, a non-investment-related business. TIP Group LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm uses a combination of fundamental analysis, modern portfolio theory, and technical analysis to guide investment decisions and offers both discretionary and non-discretionary management.

Tehrrek Fitzpatrick is a financial advisor with TIP Group LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at TIP Group LLC since 2022 and Ohio National since 2016. Outside of his advisory role, Fitzpatrick is CEO of The Fitzptrick Group LLC, owner of IP Publishing and the book *Balls and Strikes: Rules of the Game Regarding Your 401(k)*, and a partial owner and board member of the technology start-up Pitch 59. TIP Group LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm uses a combination of fundamental analysis, modern portfolio theory, and technical analysis to guide long-term investment decisions and offers both discretionary and non-discretionary management options.

Kamela Scarbeck is a financial advisor with TIP Group LLC in Houston, TX, holding a Series 65 credential and beginning her industry experience in 2022. She has worked at TIP Group LLC, The Fitzpatrick Group, Opes One, and Arpege, LLC. Outside of advising, she is the CEO and founder of Arpege, LLC, a business providing private music lessons and recital planning. TIP Group LLC offers portfolio management and financial planning services to individuals, high-net-worth clients, and business entities, using a combination of fundamental analysis, modern portfolio theory, and technical analysis to guide investment decisions.