Houston, TX 2929 Allen Parkway Office

Team
Updated today

Client AUM

$29,205,449,082

Clients

292,989

Advisors

32

Of 1,257 advisors across 283 offices

Location

2929 Allen Parkway

Houston TX 77019

Advisors at this office

32

Advisors at this office

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Russell K

Series 65, Series 63

Houston, TX

Valic Financial Advisors

Russell Kneisley is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. He has been with American General since 1998. 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 offers wrap programs, portfolio management, and financial planning, utilizing a centralized technology platform and model solutions to serve a large client base.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Alleyne H

Series 63, Series 66

Houston, TX

Valic Financial Advisors

Alleyne Hill Jr. is a financial advisor with VALIC Financial Advisors in Houston, TX, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has worked with VALIC Financial Advisors since 2006 and with Sunamerica Capital Services, Inc. since 2013. 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, offering managed-account programs, financial planning, and brokerage services.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Christy M

Series 63, Series 65

Houston, TX

Valic Financial Advisors

Christy McCarthy is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at American General Financial Group since 2000 and is currently co-owner of McCarthy Pressure Washing Services, where she manages marketing and scheduling. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants, offering managed-account programs, financial planning, and brokerage services.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Jeffrey Y

Series 63, Series 66

Houston, TX

Valic Financial Advisors

Jeffrey Young is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked with Valic Financial Advisors since 2004 and has also been associated with Sunamerica Capital Services, Inc. since 2013. 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 through its broker-dealer operations.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Michael S

CFP®, Series 65, Series 63

Houston, TX

Valic Financial Advisors

Michael Sausley is a CFP® professional with 22 years of industry experience, currently serving at Valic Financial Advisors in Houston, TX. He has held roles at Sagepoint Financial and Valic Financial Advisors since 2015. Outside of financial advising, he owns Texas Cinematic Film Co., a business providing photography and video services. 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 consulting through a network of over 1,200 advisors, utilizing discretionary unified managed accounts and technology-driven model solutions.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Krista G

Series 63, Series 65

Houston, TX

Valic Financial Advisors

Krista Gibson is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. Her prior roles include positions at BBVA Wealth Solutions Inc., BBVA Securities Inc., BBVA Compass Insurance Agency, Inc., and Compass Bank. 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-developed UMA models for portfolio construction.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Lauren S

Series 66

Houston, TX

Valic Financial Advisors

Lauren Sledge is a financial advisor with Valic Financial Advisors in Houston, TX, holding a Series 66 designation and 16 years of industry experience. She has worked at Valic Financial Advisors since 2017, following prior roles at MassMutual and MSI Financial Services, Inc. Valic Financial Advisors serves primarily 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 consulting services through a large network of advisors and utilizes discretionary unified managed accounts with advanced technology and model solutions.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Richard B

Series 66

Houston, TX

Valic Financial Advisors

Richard Bateman Jr. is a Series 66 licensed financial advisor with 11 years of industry experience. He is currently with Valic Financial Advisors and has previously worked at Cambridge Investment Research Advisors Inc., Next Financial Group, Inc., and J.P. Morgan Securities. 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-developed UMA models for portfolio construction.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Daniel A

Series 63, Series 66

Houston, TX

Valic Financial Advisors

Daniel Allbritton is a financial advisor at VALIC Financial Advisors in Houston, TX, with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at American General Life Insurance and AIG Capital Services, Inc. since 2013 and 2015, respectively, while also serving at VALIC Financial Advisors since 2004. 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.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar

Jessica K

Series 63, Series 66

Houston, TX

Valic Financial Advisors

Jessica Knutson is a financial advisor with Valic Financial Advisors in Houston, TX. She holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to joining Valic Financial Advisors, she worked at Cetera and Fidelity Investments, and has a background that includes roles outside the financial industry. Valic Financial Advisors 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 and other financial planning and brokerage services, utilizing Envestnet-developed UMA models and providing optional tax and impact overlay services.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar

Brian W

Series 63, Series 66

Houston, TX

Valic Financial Advisors

Brian Watts is a financial advisor at VALIC Financial Advisors in Houston, TX, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Valic since 1999, including a role at SunAmerica Capital Services, Inc. since 2014. 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 through its broker-dealer operations.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar

Marilyn O

Series 63, Series 65

Houston, TX

Valic Financial Advisors

Marilyn Osborne is a financial advisor at VALIC Financial Advisors in Houston, TX, with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at VALIC Financial Advisors since 2014 and AIG Capital Services since 2015. 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, employing Envestnet-developed UMA models for portfolio construction.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar

Erin D

Series 63, Series 65

Houston, TX

Valic Financial Advisors

Erin Donnelly is a financial advisor at VALIC Financial Advisors with 25 years of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining VALIC Financial Advisors in 2025, she worked at Merrill for six years and Nuveen Investments for four years, and also held a position at New York University. 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-developed UMA models and operating with approximately $26.4 billion in discretionary assets.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar

Izuka N

Series 65, Series 63

Houston, TX

Valic Financial Advisors

Izuka Nwuli is a financial advisor at Valic Financial Advisors with 12 years of industry experience. He holds Series 65 and Series 63 designations and has been with the firm since 2014. Valic Financial Advisors, Inc. 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 manages approximately $29.2 billion and supports nearly 300,000 clients through a network of over 1,200 advisors, offering wrap programs, portfolio management, and financial planning services with a focus on discretionary unified managed accounts.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
user avatar

Waseem A

Series 63, Series 65

Houston, TX

Valic Financial Advisors

Waseem Ansari is a financial advisor with Valic Financial Advisors in Houston, TX, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. He has been with Valic Financial Advisors since 2015. 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, using Envestnet-developed UMA models and supporting optional tax and impact overlay services.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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