Firm Newsletter

First Quarter 2019

We are currently planning these events for 2019, please look out for more details to come:

  • Social Security Workshop: Thursday May 23rd at 10AM
  • Medicare Q&A in September TBA
  • Annual Golf Tournament: Friday October 18th at 8AM 

Houston Asset Management Charitable Foundation expects to award another scholarship this spring to a Houston area high school senior.  The application window for the scholarship is open and will close on March 31st.  For more information on this scholarship, please visit our website:  If you would like to contribute to this 501(c)(3) charitable foundation, please call us at 713-629-1534. 

In February, we welcomed Joshua Garcia to our team.  He is a Texas Tech graduate with a BS in Personal Financial Planning.  Josh will be our new Case Designer, helping our Advisors with Financial Planning and Account Reviews.   

Congratulations to Houston Asset Management staff members celebrating anniversaries this quarter: Karen Lampe – 12 Years, Shannon Ruiz – 10 Years, LaToya Green – 4 years and Lizette – 4 years.


To view past issues, please click on the month below.

November / December 2018

September / October 2018

May / June 2018

January / February 2018

Contact Us

1800 West Loop South, Suite 1980
Houston, Texas 77027-3210

(713) 629-1534
(800) 720-PLAN (7526)
Fax: (713) 629-0705