Houston, TX 2727 Allen Parkway Office

Brian Orner is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and 13 years of industry experience. He has worked at Valic Financial Advisors since 2015 and is also an agent with Agia, where he is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Kong Bun is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Valic Financial Advisors since 2007 and is also affiliated with Landry's Restaurants, Inc. Outside of his advisory role, he is an agent involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and managing approximately $26.4 billion in discretionary assets.

Daniel Ingram is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and 65 licenses and three years of industry experience. His prior work includes roles at Corebridge Capital Services, American General Life Insurance, JSC Federal Credit Union, LPL Financial, and Equitable Advisors. He also spent several years with Junhua Education Group and Hong En Education Group before entering the financial industry. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm utilizes discretionary unified managed accounts through Envestnet’s platform and offers tax-aware and impact/ESG overlay services, managing approximately $29.2 billion for close to 300,000 clients through a network of over 1,200 advisors.

Amanda Sadler is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. She has been with Valic Financial Advisors since 2015 and also serves as an agent for Agia, a non-securities insurance business. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering wrap programs, portfolio management, and financial planning services through a large network of advisors. The firm employs a technology-driven approach with discretionary unified managed accounts and overlays for tax and impact considerations.

Stephen Hughes is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has worked at Valic Financial Advisors since 1999 and has held roles at American General Financial Advisors, Sunamerica Capital Services, Inc., and Agia. In addition to his advisory work, he is an agent offering non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm provides portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and overlay services within a structured supervisory framework.

William Mckeever is a financial advisor at VALIC Financial Advisors with eight years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Marshall J Brown Co. Inc. outside of his current role. William and his wife co-own an investment LLC through which they invest in a private business and manage rental property operations. VALIC Financial Advisors primarily serves U.S. individuals, including high net worth clients, and employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning services through a large network of advisors, utilizing centralized technology and model solutions.

Tessa Coleman is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 licenses and nine years of industry experience. Her prior roles include positions at Northwestern Mutual Wealth Management, Mutual of Omaha, Cetera, Merrill Lynch, and JP Morgan Chase. Outside of advising, she is a co-founder and instructor of JaajoDance, a dance workout business. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm utilizes a technology-driven approach with discretionary unified managed accounts and offers portfolio management, financial planning, and consulting services through a large network of advisors.

Michael Bartlow is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Valic Financial Advisors since 2010 and has also been associated with Agia since 2022. Outside of his advisory role, he is involved as an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction and managing approximately $26.4 billion in discretionary assets across a large client base.

Jennifer Garza is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at Valic since 2011 and previously at Agia. Outside of her advisory role, she serves as co-administrator of her brother’s estate, managing the settlement and distribution of his assets jointly with her sister. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet’s UMA models for portfolio construction and oversight.

Felix Barraza is a CFP®-certified financial advisor with 21 years of industry experience, currently serving at VALIC Financial Advisors in Houston, TX. He has been with VALIC Financial Advisors since 2012 and also holds a position as an agent with Agia, focusing on non-securities insurance products. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Jacob Brown is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 license and having three years of industry experience. He has worked at Valic Financial Advisors since 2018 and also has experience as an agent for Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Kenneth Kemp is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He has worked with VALIC Financial Advisors since 2007 and is also an agent with Agia, involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Donald Zabak is a financial advisor with Valic Financial Advisors based in Houston, TX, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Valic Financial Advisors since 1999 and is also associated with Agia, where he operates as an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts, utilizing centralized technology and model solutions to manage assets for a large client base.

Jennifer Bauman is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. She has worked at Agia and Valic Financial Advisors since 2023. Outside of her advisory role, she is an appointed agent for non-securities insurance products with Agia. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm manages approximately $29.2 billion and serves nearly 300,000 clients with a technology-driven and model-based approach.

Joel Garrett is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at LPL Financial, Wealth Standard Financial, and CWM, LLC. Outside of advising, he is a co-owner of Actikare, a caregiving agency serving elderly and disabled clients, and serves as an agent for non-securities insurance products at Agia. Valic Financial Advisors primarily serves U.S. individual clients, including high net worth and ultra-high net worth individuals, as well as employer-sponsored retirement participants. The firm offers managed account programs and financial planning services, leveraging centralized technology and model solutions across a large network of advisors.