Your Experienced Team

Portfolio Advisory Council, LLC was founded in 1986 by W. Thomas Sutton, as an independent registered investment advisory firm. From our beginning, client service and honest investment advice has been our focus.

Long-term relationships with our clients are testimony to the success of our philosophy. As realists, our strategy is a balanced approach reflecting each client`s unique objective for growth and income. To hear from our team, please visit our Frequently Asked Questions page. Our team answers your top questions in a very unique way.

Houston Office

W. Thomas Sutton (Tom), CFP®

(713) 574-6020

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...

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Philip B. Moran, MBA, CFP®, CLU, ChFC

(713) 574-6030

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...

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James W. Hamilton, CFS, AIF®

(713) 574-6025

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...

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Wendy B. Korman, CPA, PFS, CFP®

(713) 574-6015

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...

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John C. Husbands, CLTC

(936) 756-0671

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...

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Jerry Smith, MBA

(713) 574-6015

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...

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Stacy Fojtik

Office Manager/Client Services


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

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Cliff Moran

Client Service Team Leader


He graduated from Texas State University in 2016 with a degree in finance and holds the Series 7 & Series 66 licenses. He previously worked in client services at Fidelity Investments, Kestra Financial and RBC. Cliffe is an avid...
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Vicki Moran

Client Services


Vicki attended Midwestern State University. Prior to joining Portfolio Advisory Council Vicki worked in commercial real estate.
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