Broker Check

Team

 

Adam Lampe

CEO & Co-Founder

(281) 970-4200

Adam graduated at the top of his class with honors earning a Bachelor of Science Degree in Personal Financial Planning from Texas Tech University. According to Investopedia, the Texas Tech financial planning program is a Top 5 school

Read more

David Lampe, CLU

Co-Founder & Principal

(713) 398-7487

As a life learner, David values education as he is an Adjunct Professor at Lone Star College which has become one of the largest colleges in the country in a decade. Professor Lampe graduated from The American College, the pioneer of

Read more

Lance Elrod, CFP®

Wealth Advisor

(281) 970-4200

(832) 680-6151

Prior to joining Mint Wealth Management, he worked for United Capital Private Wealth Counseling, a California based registered investment advisory firm. During his time with United Capital he worked as a Client Relationship Manager

Read more

Erica Faircloth

Client Service Associate

281-970-4200

Erica is a graduate of Texas Tech University which is home to one of the top personal financial planning programs in the United States. This is because of the well-rounded course requirements and the excellent faculty aboard. 

Read more

L.A. McGee

AssetMark Platinum Relationship Manager

L.A. McGee successfully manages relationships of 10 of the firms most important and largest client relationships with a minimum AUM per office of 75 million.

Read more

Vern Montross, CFA

City National Rochdale Managing Director, Senior Investment Consultant

(832) 596-6245

Vern Montross, CFA is available as a resource for our clients with Rochdale accounts over 1.250 million dollars. In his 16 years of experience in the financial services industry, he has gained a reputation being "a go to expert" on asset

Read more

Sheldon C. Brandau, MBA, CFA, CAIA

City National Rochdale Managing Director, Senior Portfolio Manager

(407) 333-1677

Mr. Brandau joined the former Rochdale Investment Management (predecessor to City National Rochdale) in 2009. He works closely with each of our clients who have over 1.250 million dollars invested with us to develop a customized portfolio.

Read more

Jordan Rapoport

Investment Consultant

512-534-6798

For accounts from $500,000 to $1,250,000 million we use Clark Capital Management Group and Jordan Rapoport is responsible for supporting Clark Capital’s partnership with us in our dedication to affluent families

Read more

Jeff Nativi

SEI Regional Director

(972) 679-2383

[email protected]

Jeff Nativi joined the SEI Advisor Network with more than 28 years experience in the institutional marketing and distribution of fee based investment solutions. Mr. Nativi joined SEI from Schwab Institutional where he served as a...

Read more

Nick Gililland

Risk Management Consultant

(800) 333-1999

Nick is a seasoned life insurance expert that provides technical and financial planning support to us. He focuses on innovative ways to work with financial advisors and help their clients achieve retirement, risk management and legacy...

Read more

Chuck Ransleben, CPA

CPA

281-320-0600

During the last twenty-five years, Chuck worked in the small business tax department of an international accounting firm and for two local accounting firms. He has spent his entire professional career working with individuals... 

Read more

Elizabeth Hilbun, JD

Board Certified Estate Planning Attorney

(281) 955-9292

We recommend that our clients have proper estate planning from a Board Certified Estate Planning Attorney and this is a firm we have worked with for years.

Read more