Broker Check


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...

Read more

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...

Read more