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> Learn More
Previous
Brent Clanton
Executive Producer – Lance Roberts Show
Brent Clanton serves as Studio Manager and Executive Producer for The Real
Investment Show with Lance Roberts and associated podcasts, which air
terrestrially weekday mornings,…
> Learn More
Rianne Samlalsingh
Client Relationship Specialist
Rianne has over 13 years of experience in the insurance industry working for
both captive and independent agencies. She has her property and casualty
license…
> Learn More
Erica Theriot
Director of Marketing, B.A., SEO, AAMS®
Erica was born and raised in Texas, where she learned the importance of hard
work.
She earned a B.A. in Economics from The University of Texas…
> Learn More
Karen Roan
Director of Investment Relations
Joined RIA Advisors in 2016 as Director of Investment Relations. Her
responsibilities include communications with clients and prospective clients,
operational support of the financial planning…
> Learn More
Connie Mack
President/Founder, AIF®, AAMS®, CRPS®
In November 2009, Connie Mack founded RIA Advisors in Houston to deliver the
highest standards of excellence, integrity and education in meeting his clients’
financial…
> Learn More
Lance Roberts
Chief Investment Strategist
Lance Roberts has an extensive investing background that spans more than 25
years. From private banking and investment management to private and venture
capital, Lance…
> Learn More
Richard Rosso
Director of Financial Planning, CFP®
Richard Rosso has been in the financial services industry for over three
decades. Richard has helped individuals, families and small businesses make
holistic financial decisions…
> Learn More
Danny Ratliff
Sr. Financial Advisor, CFP®, ChFC®
Danny is a native Houstonian who has worked in the financial services industry
for the last 13 years, beginning with Wells Fargo Bank and Wells…
> Learn More
Michole Fields
Compliance Manager & Controller
In 2014, Michole Fields joined the RIA Advisors team, where she serves as
Compliance Manager and Controller. Among her responsibilities, she assists in
monitoring our…
> Learn More
Samantha Samolu
Client Services Manager, MBA®
In May 2016, Samantha (“Sam”) Samolu joined the RIA Advisors team as the Client
Service Administrator. In her new role with the company, Sam’s responsibilities…
> Learn More
Kevin Schmittou
Operations Specialist
Kevin was born and raised in Michigan but has lived in Houston for the better
part of the last 26 years.
He enjoys calling Texas his…
> Learn More
Frank Marrone
Sr. Financial Advisor, CFP®, CRPC®
Frank has a Bachelor of Science degree in Geophysical Engineering and a Master
of Science degree in Mineral Economics from the Colorado School of Mines. His…
> Learn More
Jonathan McCarty
Sr. Financial Advisor, CFA, CFP®
Jonathan began his career in financial services in 2011 in Los Angeles, CA. His
prior experience includes six years with Merrill Lynch Wealth Management and…
> Learn More
Jonathan Penn
Sr. Financial Advisor, CFP®
Jonathan has over 15 years of experience serving the unique financial needs of
individuals and families. A graduate of Stephen F. Austin State University with…
> Learn More
Sarah Buenger
Senior Financial Advisor, CFP®, MSPFP, MPASSM
Joining the team at RIA Advisors as a Senior Financial Advisor in 2023, Sarah
Buenger brings over 23 years of experience in serving and advising…
> Learn More
Craig Severin
Sr. Financial Planner, CFP®, NSSA®
Craig began his career in financial services in 1990 after graduating from the
University of Texas at Austin. He earned his CFP® designation in 1994….
> Learn More
Michael Lebowitz
Portfolio Manager, CFA®
Michael Lebowitz brings more than 25 years of financial markets and risk
management experience to RIA Advisors. Throughout his career, Michael has been
involved in…
> Learn More
Nick Lane
Financial Analyst, MS
Nick is a native of Kingwood Texas. He received his bachelor’s degree in
Accounting and Finance and his Master’s of Science in Finance from the…
> Learn More
Tom Allen
Retirement Plan Consultant
Tom Allen joined RIA Advisors in April of 2021 with the sole focus of serving
and developing qualified retirement plan business. In his role as…
> Learn More
Chris Behan
Business Development Officer, MBA®
A graduate of the University of Florida with a Bachelor of Science degree from
the College of Health and Human Performance. Chris also has a…
> Learn More
Pashaa Simmons-Green
Senior Client Services Administrator, AAMS®
Pashaa brings over 14 years of experience in the financial services industry.
Pashaa has earned her Series 6, 7 and 66, as well as securing…
> Learn More
Daniel Whitty
Client Services Administrator, FPQP
Daniel is a native Houstonian and a graduate of Strake Jesuit College
Preparatory. He graduated from the University of Houston, cum laude, with a
Bachelor…
> Learn More
Natalie Evans
Client Services Administrator
Natalie is a dedicated and skilled Client Service Administrator with 5 years of
experience in the financial field. Her strong work ethic and dedication to…
> Learn More
Brent Clanton
Executive Producer – Lance Roberts Show
Brent Clanton serves as Studio Manager and Executive Producer for The Real
Investment Show with Lance Roberts and associated podcasts, which air
terrestrially weekday mornings,…
> Learn More
Rianne Samlalsingh
Client Relationship Specialist
Rianne has over 13 years of experience in the insurance industry working for
both captive and independent agencies. She has her property and casualty
license…
> Learn More
Erica Theriot
Director of Marketing, B.A., SEO, AAMS®
Erica was born and raised in Texas, where she learned the importance of hard
work.
She earned a B.A. in Economics from The University of Texas…
> Learn More
Karen Roan
Director of Investment Relations
Joined RIA Advisors in 2016 as Director of Investment Relations. Her
responsibilities include communications with clients and prospective clients,
operational support of the financial planning…
> Learn More
Connie Mack
President/Founder, AIF®, AAMS®, CRPS®
In November 2009, Connie Mack founded RIA Advisors in Houston to deliver the
highest standards of excellence, integrity and education in meeting his clients’
financial…
> Learn More
Lance Roberts
Chief Investment Strategist
Lance Roberts has an extensive investing background that spans more than 25
years. From private banking and investment management to private and venture
capital, Lance…
> Learn More
Richard Rosso
Director of Financial Planning, CFP®
Richard Rosso has been in the financial services industry for over three
decades. Richard has helped individuals, families and small businesses make
holistic financial decisions…
> Learn More
Danny Ratliff
Sr. Financial Advisor, CFP®, ChFC®
Danny is a native Houstonian who has worked in the financial services industry
for the last 13 years, beginning with Wells Fargo Bank and Wells…
> Learn More
Michole Fields
Compliance Manager & Controller
In 2014, Michole Fields joined the RIA Advisors team, where she serves as
Compliance Manager and Controller. Among her responsibilities, she assists in
monitoring our…
> Learn More
Samantha Samolu
Client Services Manager, MBA®
In May 2016, Samantha (“Sam”) Samolu joined the RIA Advisors team as the Client
Service Administrator. In her new role with the company, Sam’s responsibilities…
> Learn More
Kevin Schmittou
Operations Specialist
Kevin was born and raised in Michigan but has lived in Houston for the better
part of the last 26 years.
He enjoys calling Texas his…
> Learn More
Frank Marrone
Sr. Financial Advisor, CFP®, CRPC®
Frank has a Bachelor of Science degree in Geophysical Engineering and a Master
of Science degree in Mineral Economics from the Colorado School of Mines. His…
> Learn More
Jonathan McCarty
Sr. Financial Advisor, CFA, CFP®
Jonathan began his career in financial services in 2011 in Los Angeles, CA. His
prior experience includes six years with Merrill Lynch Wealth Management and…
> Learn More
Jonathan Penn
Sr. Financial Advisor, CFP®
Jonathan has over 15 years of experience serving the unique financial needs of
individuals and families. A graduate of Stephen F. Austin State University with…
> Learn More
Sarah Buenger
Senior Financial Advisor, CFP®, MSPFP, MPASSM
Joining the team at RIA Advisors as a Senior Financial Advisor in 2023, Sarah
Buenger brings over 23 years of experience in serving and advising…
> Learn More
Craig Severin
Sr. Financial Planner, CFP®, NSSA®
Craig began his career in financial services in 1990 after graduating from the
University of Texas at Austin. He earned his CFP® designation in 1994….
> Learn More
Michael Lebowitz
Portfolio Manager, CFA®
Michael Lebowitz brings more than 25 years of financial markets and risk
management experience to RIA Advisors. Throughout his career, Michael has been
involved in…
> Learn More
Nick Lane
Financial Analyst, MS
Nick is a native of Kingwood Texas. He received his bachelor’s degree in
Accounting and Finance and his Master’s of Science in Finance from the…
> Learn More
Tom Allen
Retirement Plan Consultant
Tom Allen joined RIA Advisors in April of 2021 with the sole focus of serving
and developing qualified retirement plan business. In his role as…
> Learn More
Chris Behan
Business Development Officer, MBA®
A graduate of the University of Florida with a Bachelor of Science degree from
the College of Health and Human Performance. Chris also has a…
> Learn More
Pashaa Simmons-Green
Senior Client Services Administrator, AAMS®
Pashaa brings over 14 years of experience in the financial services industry.
Pashaa has earned her Series 6, 7 and 66, as well as securing…
> Learn More
Daniel Whitty
Client Services Administrator, FPQP
Daniel is a native Houstonian and a graduate of Strake Jesuit College
Preparatory. He graduated from the University of Houston, cum laude, with a
Bachelor…
> Learn More
Natalie Evans
Client Services Administrator
Natalie is a dedicated and skilled Client Service Administrator with 5 years of
experience in the financial field. Her strong work ethic and dedication to…
> Learn More
Brent Clanton
Executive Producer – Lance Roberts Show
Brent Clanton serves as Studio Manager and Executive Producer for The Real
Investment Show with Lance Roberts and associated podcasts, which air
terrestrially weekday mornings,…
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Rianne Samlalsingh
Client Relationship Specialist
Rianne has over 13 years of experience in the insurance industry working for
both captive and independent agencies. She has her property and casualty
license…
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Erica Theriot
Director of Marketing, B.A., SEO, AAMS®
Erica was born and raised in Texas, where she learned the importance of hard
work.
She earned a B.A. in Economics from The University of Texas…
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Karen Roan
Director of Investment Relations
Joined RIA Advisors in 2016 as Director of Investment Relations. Her
responsibilities include communications with clients and prospective clients,
operational support of the financial planning…
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OUR LOCATIONS
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11750 Katy Freeway - Suite 840
Energy Tower IV - Houston, TX 77079
855-RIA-PLAN (855-742-7526)
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310 West Main Avenue
Round Rock, TX 78664
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