Jennifer Ober

2024-08-20T09:32:33-05:00

JENNIFER OBER My journey through the corporate landscape has been a rich tapestry of experiences, each role a thread that has contributed to the intricate design of my professional skill set. At Exploration Technologies, Inc., I honed my expertise in project management and data analysis, laying the groundwork for my future endeavors. My [...]

Jeffrey Savois

2024-08-29T12:34:23-05:00

JEFFREY SAVOIS, RICP, CLTC, LUTCFJeff began his career as a Financial Advisor in 2007 with MetLife in New Orleans, LA. In 2009, after meeting his future wife, he moved to Katy, TX to start a family while continuing to build his practice. Following MetLife's acquisition by MassMutual in 2016, he stayed [...]

Esmeralda Zuniga

2023-06-27T15:34:50-05:00

ESMERALDA ZUNIGA I am currently pursuing a Master's degree in Business Administration, specializing in Healthcare, at Texas Woman’s University and I am on track to graduate in 2024. In 2020, I obtained my B.S. in Business Management with a double major in Marketing from the University of Houston. Being a reserved child, I have [...]

Jon Salvato

2024-08-21T10:22:24-05:00

JON SALVATO  Jon Salvato, CFP®, is a Financial Consultant with Diamond Client Group (DCG). Before joining DCG, Jon worked for 21 years as a client-facing financial advisor, assisting individuals and business owners in reaching their financial objectives. Throughout his career, Jon has specialized in identifying financial issues and implementing financial solutions, working with both [...]

BRIAN CHEATHAM

2024-08-21T09:57:35-05:00

BRIAN CHEATHAMI earned a B.A. in History from the University of North Texas while working full-time and raising two children. While History doesn’t typically translate to a career in finance, I view those years with a great deal of pride and accomplishment. The adversity that I faced in my early twenties laid the foundation for [...]

ETHAN GAO

2021-04-27T14:19:10-05:00

ETHAN GAO I graduated with a degree in Economics (BA) from Cornell University in 2003 and a law degree (JD*) from Columbia University in 2006. I have been a practicing attorney* for over 10 years both at large law firms as well as in-house at financial institutions. Personally, I have always thought about and [...]

DENNIS TO

2022-02-11T11:12:43-06:00

DENNIS TO I attended the University of Saint Thomas and graduated with a Bachelor of Arts in Finance. I always knew that I wanted to excel inside the financial service industry.  As the first generation graduate in my family, I was able to pursue my passion in finance which has enabled me to give [...]

MICHAEL SITZMAN

2022-02-11T11:15:49-06:00

MICHAEL SITZMAN I have been fascinated with architecture my entire life and this career allows me to help create "financial homes" for my clients.  I enjoy sitting down with clients to guide in decisions that will help create financial independence and aid our future generations so they are positioned for success. As a child, [...]

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