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
A devastating family tragedy brought Allen into the world of financial planning and investment management. After picking up the pieces, Allen began a crusade to help others avoid the financial calamity his family endured. He has been dedicated to that work ever since.
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 25 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 “Mistake Free Retirement” and “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, they have three grown sons and eight 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.
A native Houstonian, Michael graduated from Texas A&M University with a Bachelor’s degree in accounting and a Master’s degree in finance. Grounded in the principles of his training as a CPA and CFP® and with nearly over 20 years of experience, Michael designs forward-thinking, tax-efficient investment strategies for retirees and specializes in complex situations unique to high-net-worth families. He is co-author of “Retire Abundantly” and “Mistake Free Retirement”
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 magazine, and was a featured financial expert as a radio talk-show host and on Houston’s Fox 26 News. Michael also is the co-author of “Mistake Free Retirement” and “Retire Abundantly.”
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 occasional winter vacations 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.
Joining us with ten years of experience, Adam Collins comes to us with a depth of experience in financial services. His goal is to ensure his clients are confident in every step along their journey. Honesty & transparency are not only core values of Outlook Wealth Advisors but also for Adam, personally. He knows the relationship between advisor and client is built on trust and communication and has built a reputation of integrity with his clients. Adam enjoys building a financial road map for his clients with their desired destination in mind while also ensuring there are checkpoints along the way to help them stay on track. Clients are his priority, and he is vigilant in looking for turbulence and risks that may occur along the way to their desired financial destination.
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, and 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.
Elsa has been a part of the team from the beginning and has developed deep relationships with many of our clients.
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.
An experienced professional, Laura has worked in financial services since 1988. Her attention to detail and love of working with people help her excel in her role as Client Services Specialist. Working in a fast-paced environment, she and Kimberly are responsible for the service and administration of all client accounts, processing all paperwork, and handling client requests and concerns. Laura also provides excellent administrative assistance and support in preparing monthly client statements and annual reviews.
A mother of three, Laura, along with her husband, Jorge, enjoys spending as much time as possible with their friends, family, and grandbabies. 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 is passionate about what she does and gives a “Ritz Carlton-like” treatment to each and every client. Before coming to Outlook Wealth Advisors, she worked for an advisor in St. Louis. She gained valuable knowledge running an office, processing accounts, and honing her exceptional customer service skills. Her talent for nurturing relationships, communicating with others, and her attention to detail is what makes her a valued Client Services Specialist.
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.
A native Texan, Lynn Williams joins us with over 15 years of experience in Financial Services. She is responsible for processing all account applications and account transfer requests for new clients. She also sets up all new account features, such as EFT linking with banks, householding account statements, online account access for clients, etc. With her award-winning smile and attention to detail, Lynn keeps new clients updated on the status of their account openings and transfers until they are completed. She also assists the Operations Manager with special projects as needed.
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 brings a strong business and marketing background to the team, having served customers in various industries for over 30 years. She is responsible for planning and executing all the educational events and the fun client appreciation events for the firm. Her extensive customer service experience and industry knowledge help her write and direct our external communications and maintain our firm branding. Her organizational skills and love of numbers shine as she stewards our marketing efforts as we continue to grow and serve clients.
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!
Kyle Gregory comes to us with a property & casualty insurance background, having worked for Allstate for three years. He grew up in The Woodlands and attended The Woodlands High School. Kyle received a BBA in Marketing from Sam Houston State University, where he played on the golf and hockey teams. While attending Sam Houston State, Kyle met and fell in love with his now-wife, Jessica, who works for the State of Texas. They married in October 2017 and are raising their first child, Watson.
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.
Chelsea is often the first contact with clients on the phone or when they come into our Woodlands office. She is responsible for creating and delivering our Ultimate Client Experience to anyone who visits the office, whether an existing client or a new, potential client. She manages three advisors’ ever-changing calendars with professionalism and attention to detail.
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!
As our Seminar Coordinator, Alex Wyzorowski seamlessly coordinates our educational workshops and lends her expertise and talents to our other client appreciation events. As the first point of contact when registering for one of our events, our guests experience her infectious smile and contagious enthusiasm.
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.
As our Seminar Coordinator, Michael McHone seamlessly coordinates our educational workshops and lends his expertise to our client appreciation events. As the first point of contact when registering for one of our events, our guests experience his engaging personality and professionalism. With an extensive customer service and sales background, Michael brings a wealth of experience to the Marketing team.
Michael is a native born Texan and resident of Tomball, TX. He is an Eagle Scout who enjoys the outdoors, fishing, dirt biking, archery, fencing, shooting sports, leather working, bicycling, carpentry, and more. He also has a love for cars, both new and classic, and enjoys the story behind each renovation.