Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies*
- Retirement investing and distribution strategies*
- Estate conservation issues*
- Risk management*
We also can answer your questions, including:
- Can I retire early?*
- Are my investments working hard enough?*
- What’s the best approach for college savings?*
- What are the elements of a sound estate strategy?*
- Do I have enough life insurance for my family?*
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
*These services are offered by Lori Rust through her affiliation with HD Vest.
Janie Nathans is a native Houstonian who grew up in Spring Branch. She attended beautiful Trinity University in San Antonio to get a BS in Business Administration. She is married, active in her church, and a new "honorary grandmother...
Lori Rust is a native Texan who grew up in Dallas. She graduated from the University of Texas at Austin with a degree in education. After teaching for several years, she and her family moved to Houston. She attended the University of...