Navigate Your Retirement with Confidence
Outlook Wealth Advisors, LLC
With so many decisions to make as you head into retirement, we know how concerned you might be about missing something important and not being able to live the life of your dreams.
That’s why at Outlook Wealth Advisors our team has been dedicated over 25+ years to helping people just like YOU navigate those decisions with thorough planning tools & services designed specifically around what matters most: protecting hard-earned money while enjoying dream lifestyles now AND throughout your entire retirement.
MEET THE ADVISORS
Allen is on a mission to empower and educate investors and small business owners to build a better future and make more informed financial decisions. Focused on strategic retirement income planning, he founded Outlook Wealth Advisors and has over 28 years of experience serving clients in the Greater Houston area. Allen’s specialty is discovering each client’s unique needs and goals and then helping them construct their own customized retirement income plan. He is an experienced educator, radio talk show host, and author who has written for Forbes and Kiplinger’s magazine, and he is co-author of the book “Retire Abundantly.”
After completing his education, Allen began a career as an auditor with a “Big 5” multinational accounting firm. This career was interrupted by his military service as a U.S. Army Finance Officer, where he was promoted to First Lieutenant prior to an honorable discharge. In addition to the rigorous requirements to become a CPA, he also completed the extensive training program to become a Certified Financial Planner™ (CFP®). This unique background and training give him a perspective few advisors possess.
Married to his college sweetheart, Stephanie, for over 40 years, they have three grown sons and five grandchildren. They are very proud that all three sons are small business owners and making an impact in their respective careers and communities. The couple enjoys spending time with their family, especially their grandchildren. In addition to traveling the world, Allen and Stephanie enjoy Broadway plays, water sports on Lake Conroe, skiing in Colorado, and fishing in Alaska.
While predicting the unpredictable is impossible, Michael’s holistic, in-depth planning approach covers as many bases as possible to help you create a retirement strategy that addresses various potential risks, taxes and provides sustainable income streams for the length of your retirement. From tax-efficient strategies to investment advice to protecting some of your assets, building a fiscal house to help support your lifestyle and long-term financial goals is his priority.
Michael is proud to serve as a fiduciary, building trust with his clients through due diligence, integrity, and transparency. He helps individuals and business clients turn the complex components of wealth management into easy-to-understand solutions for protecting and preserving their wealth while minimizing tax exposure. An educator at heart, he has written for Forbes and Kiplinger’s magazines, co-author of “Retire Abundantly,” was a featured radio talk-show host and often featured on Houston’s Fox 26 News.
Michael married his high school sweetheart, Rachel, and they are raising their two beautiful children, Ella and Hudson. He is a car enthusiast who enjoys home improvement projects and getaways to the beach or lake and an occasional winter vacation to the mountains for skiing. Of course, no fall would be complete without at least several trips back to College Station to attend an Aggie football game with friends.
A proud graduate of Texas A&M University, Adam is married to Laline, and they have a son named Liam. He’s an avid Astros fan, enjoys playing softball with friends and competing in grilling competitions. Earlier in his career, Adam was a sommelier and traveled the world, visiting Australia, Germany, Spain, Portugal, France, Belgium, and Italy. Adam and his family also love to take road trips exploring the beautiful state of Texas.
MEET THE TEAM
Our highly trained and experienced team doesn’t dabble in helping people retire and stay retired, it’s our primary focus.
She is one of our four Certified Financial Planners™ (CFP®) and oversees all aspects of the Operations Team and behind-the-scenes processing. She loves to serve our clients with excellence, and it shows in her outstanding client interactions, level of compassion, and attention to detail.
Elsa is also responsible for keeping the office in regulatory compliance, handles much of our estate transfer paperwork, executes most trades, and often works on special projects for the firm. Our clients benefit from her strength, sound judgment, and tenure with Outlook Wealth Advisors.
Family traditions and values are important to Elsa and her husband Julio, and they spend much of their time with family. In her free time, Elsa likes traveling, cooking, tackling home improvement projects, and loving on her dog, Roxie.
A mother of three, Laura, along with her husband, Jorge, enjoys spending as much time as possible with their friends, family, and grand babies. As big baseball fans, the Castros proudly cheer for the Astros! They especially enjoy having the traditional Sunday breakfast at their home, traveling, or just lounging at home with a cup of coffee.
Kimberly and her husband, Tim, relocated from Missouri for Tim’s career with AIG and have made Texas their home. They both enjoy church, traveling together, and exploring their surroundings on their Harley Davidson Softail Custom. They have three grown children and two grandsons and enjoy spending time with them whenever possible.
Lynn has two grown children and five active grandsons whom she enjoys spending time with whenever possible. She has a passion for genealogy research and also enjoys gardening and crochet.
Deena and her husband George have a blended family of four grown children. She is passionate about leadership and giving back to her community and has served in numerous volunteer positions professionally, at church, in her children’s schools, and in the community for many years. She and George enjoy hiking, attending concerts in The Woodlands, and are up for a travel adventure as often as possible!
He loves to play golf and cheer for the hometown Houston sports teams in his spare time. He worked for the Houston Texans during the 2013 season (Battle Red) and worked as an Assistant Golf Professional for two years at Panorama Village in Conroe.
Her exceptional organizational skills and talent for developing and nurturing relationships and communicating with others propelled her to become our Director of First Impressions.
Raising two adorable girls keeps Chelsea very busy! Now that both girls are getting older, the Brooks family enjoys doing more fun stuff together. Both girls play softball, enjoy outings with friends and family, and are full of life, keeping mom on her toes and always laughing. Chelsea loves being a mom, and her girls are most definitely her pride and joy!
With extensive project management experience, managing a house of four young girls, Alex brings a new level of organization and multi-tasking to the Marketing Team. Coupled with her high energy, her positive demeanor brings a smile to everyone she interacts with daily.
Alex spent much of her early years in the southeastern part of the United States. She’s an outdoorsy person who loves being on the water. You might find her paddleboarding on the ocean or catching the rays on the beach. She has four daughters and is blessed to be called their mom.