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Luke Patterson

MBA

CEO & Chief Investment Officer

Partner

Michael Smith

President

Partner

Hope Edick

Chief Compliance Officer

Jim Atkinson

MBA

Chief Operating Officer

Head of M&A

Partner

Preston W. Snow

CFP®

Executive Vice President

Partner

Cy G. Cattan

Senior Director of Wealth Management

Scott Bishop

MBA, CPA/PFS, CFP®

Executive Vice President - Financial Planning

Bradley T. Covey

CFP®

Executive Vice President

Partner

Rachel Daniels

Operations Manager

Head of Transitions

Allison Aubel

Wealth Management Associate

Braxton Bartlett

Wealth Management Associate

Carter Blackburn

Wealth Advisor

Associate VP of M&A

Craig J. Buhr

Senior Wealth Advisor

Kevin Lenox

CFA®, CFP®

Senior Portfolio Manager

Andrei Costas

MBA

Portfolio Manager

Nan Lu

PhD, CFA®, MBA

Senior Portfolio Manager

Madelyn Cerda

Wealth Management Associate

Robin Chan

CFA®

Senior Trader

Michael Churchill

MSPA, CPA, CFP®

Wealth Advisor

Liz Crystal

MBA

Wealth Management Associate

Mercy Dickey

Wealth Management Associate

Patrick Fleming

Senior Director of Wealth Management

Kaitlin Fossen

Wealth Management Associate

Jennifer Garrett

Wealth Management Associate

David Gonzalez

Wealth Advisor

Robert Harris

CFP®

Senior Wealth Advisor

J. Casey Hodges

Operations

Bonnie Hoyt

Senior Administrative Associate

Aaron Jablonsky

Wealth Advisor

Stephen Kirby

J.D.

Financial Planner

Karl Krueger

Senior Wealth Advisor

David M. Lee

CFP®

Senior Wealth Advisor

Nicholas Low

Senior Wealth Advisor

Mark Meyers

Executive Radio Producer 

Travis Oglesby

MBA

Wealth Advisor

Joshua W. Patterson

CFP®

Senior Wealth Advisor

Sarahbeth Pipkin

CFP®

Senior Wealth Advisor

Michelle Pojah

Wealth Management Associate

Christopher Roberts

Associate Advisor

David Sabonghy

CRPC®

Senior Wealth Advisor

Elena Sharma

CFP®, RICP®

Financial Planner

Paula Stern

Staff Accountant

Andrew Stires

Accounting & Billing Associate

LaTika Tillis

Senior Wealth Management Associate

Kim Ton

Wealth Management Associate

Ana Maria Gonzalez Wood

JD, CFP®, CLU®, CHFC®

Vice President of Financial Planning

Katherine Yarber

Chief Accounting Officer

Contact STA

Thank you for your interest in STA Wealth Management!

Whether you are looking for someone to partner with you in protecting and growing your assets, or you are an experienced financial advisor interested in joining the STA team, we want to hear from you. Please call us or email us, and we’ll be in touch as soon as possible!

Houston Headquarters

CityCentre One
800 Town & Country Boulevard, Suite 410
Houston, TX 77024

Phone:

281.822.8800


Sugar Land Office

Granite Tower
13131 Dairy Ashford, Suite 150
Sugar Land, TX 77478

Phone:

281.652.5303


Woodlands Office

21 Waterway Avenue, Suite 300
The Woodlands, TX 77380

Phone:

281.822.8800


Email

Info@stawealth.com

For directions to our Houston office, click here.