Office: (281) 872-1515

250 Ed English Lane

Building 1, Suite A

Shenandoah, TX 77385

Team

The Outlook Wealth difference can be felt the moment you meet our team. Over the years, we have found that a team approach can often be a more effective method to help clients with their diverse needs as they maneuver through a complex financial services world. Our team adds a broader perspective to all we do and provides increased benefits to our clients. Our goal is to deliver above and beyond expectations.

As a firm, we embrace continuing education for our staff and advisors with everyone adhering to strict educational and ethical requirements. This on-going training is designed to help our clients benefit from the most up-to-date and knowledgeable information, research, practices and tools available today. We have four licensed staff members - 2 are CPA's and 3 maintain the trusted Certified Financial Planner™ designation. Learn more about each team member's background and strengths which help them earn "most trusted" status with our clients.

 
For over 25 years, Allen has been assisting individuals and small businesses in developing financial strategies that provide financial security and independence to his clients. Decades ago, he earned a Bachelor's degree in Accounting...

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Michael graduated from Texas A&M University with a Bachelor's degree in Accounting and a Masters in Finance. He is a CPA and also a CFP® with over 13 years' experience assisting individuals and small businesses in developing ,...

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Elsa Cázares, CFP®

Operations Manager, Senior Client Services Manager

(281) 872-1515

Elsa joined Outlook's team in 1996 as an administrative assistant and in the past 18 years pursued her goal to help others plan and manage their financial lives. She completed the Certified Financial Planner™ courses at Rice...

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The newest member of the team is Deena Watson. She joins us from Edward Jones and passed the rigorous series 7 and 63 securities exams. Her primary role is assisting with client analysis, research, and preparation for meetings. A...

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Laura has worked in the financial services industry since 1988. She and Kimberly share the operations workload and each have a dedicated cadre of clients they service to provide exceptional customer care. She is available to promptly...

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Brought on to help us through recent business acquisitions, Kimberly Patterson has been with us since February 2013. Previously, she worked at a full service financial consulting firm in St. Louis for 5 plus years and prides herself on...

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Teasa comes to us with over 10 years in sales management. She's responsible for scheduling consultations, coordinating our prospects seminars and creating exciting client events. Her personal attention to details and knowing you by...

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Stephanie is our "Director of First Impressions" - often the first voice you hear when you call, and the person with the welcoming smile and warm demeanor who greets you at our Woodlands office. She is also the bookkeeper, handles lots...

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