Your Experienced Team

Founder of Portfolio Advisory Council L.L.C. Tom is a graduate of the University of Houston, College of Financial Planning, and Board Certified by the Board of Standards Inc. He holds numerous certifications and professional...

Phil earned his MBA from the SMU Cox School of Business, holds a BS in Engineering from the University of Kansas, and is a graduate of the Certified Financial Planner Program at St. Thomas University. His articles on business...

Jim has 18 years experience working with company 401(k) and Defined Benefit plans. He resides in Kingwood with wife, Marty and they have one son, Clay. Jim is a former Professional Tennis Player and currently is a Trustee at Northeast...

Wendy has over thirty years of accounting and business experience. She worked in audit and tax departments with KPMG Peat Marwick and with various privately owned companies. She has been in private practice since 1995 providing...

John has been helping people build investment portfolios and financial security for over 20 years, working in both institutional investment banking and retail client service. He has an extensive background in Estate Planning, Life...

Jerry is a graduate of Oklahoma State University with a BS in Engineering and holds an MBA from the University of Houston. Jerry specializes in retirement income strategies. He lives in the Clear Lake area with wife, Jackie, where he...

Stacy is a client service manager with over 15 years' experience. Stacy lives in Richmond with her husband Marty and two sons.

Taylor learned discipline and hard work while serving as a Hospital Corpsman in the US Navy. He earned his MBA from the SMU Cox School of Business and holds a BS in Finance from Concordia University - Saint Paul.