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Luke Patterson

MBA

CEO & Chief Investment Officer

Co-Founder, STA Wealth Management

Partner

Michael Smith

President

Co-Founder, STA Wealth Management

Partner

Hope Edick

Chief Compliance Officer

Jim Atkinson

MBA

Chief Operating Officer

Head of M&A

Cy G. Cattan

Senior Director of Wealth Management

Preston W. Snow

CFP®

Executive Vice President

Partner

Scott Bishop

MBA, CPA/PFS, CFP®

Executive Vice President - Financial Planning

Bradley T. Covey

CFP®

Executive Vice President

Partner

Rachel Daniels

Operations Manager

Carter Blackburn

Wealth Advisor

Cindy Booth

Executive Administrator

Craig J. Buhr

Senior Wealth Advisor

Morgan Champagne

Wealth Management Associate

Andrei Costas

MBA

Portfolio Manager

Nan Lu

PhD, MBA

Senior Portfolio Manager

Robin Chan

Senior Trader

Michael Churchill

MSPA, CPA

Wealth Advisor

Liz Crystal

MBA

Wealth Management Associate

Mercy Dickey

Wealth Management Associate

Patrick Fleming

Senior Director of Wealth Management

Jennifer Garrett

Wealth Management Associate

David Gonzalez

Wealth Advisor

Robert Harris

CFP®

Senior Wealth Advisor

Stephen Kirby

J.D.

Financial Planner

Karl Krueger

Senior Wealth Advisor

Nicholas Low

Senior Wealth Advisor

Johanna Lucas

Wealth Management Associate

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

Wealth Management Assistant

David Sabonghy

Senior Wealth Advisor

Elena Sharma

CFP®, RICP®

Financial Planner

Robert Staten

IT Specialist

Paula Stern

Staff Accountant

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

Email

Info@stawealth.com

For directions to our Houston office, click here.