Broker Check

National Team

David Frank



Over the last 25+ years, David served in many diverse executive roles in the public and private sectors of the financial services industry. David and his partner and wife Kate serve their clients along with their team of insurance...

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Kate Frank



With over 20 years of experience in the Insurance and Financial Services Industry, Kate has established herself as a leader amongst wealth management advisors. Kate currently leads growth and development of financial representatives at...

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Aaron Hevle

VP - Compliance & Opperations


Aaron is a seasoned operations and compliance manager who has been working in the financial services field for over 25 years. Upon graduation from The University Texas with BA in Accounting in 1995, he was hired by David Frank at...
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Tracey Perkins*

Financial Representative


A native Houstonian, former professional athlete, and father of two sons, Tracey Perkins is a tremendous advocate for financial literacy! Tracey obtained an MBA from Prairie View A&M University, BBA in finance from Lamar University,...
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Thomas Stephens

Managing Director, Author, Financial Advisor


Thomas Stephens has been blessed to have achieved a great deal of success in his life. His prior life includes being a proud US Air Force veteran, studied Business at Wayne State and has an MBA from the University of Dallas....
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