Founded in 1994, our firm seeks to build high-trust client relationships by fully embracing the fiduciary standard as our bedrock. By structuring our compensation on a fee basis, we align our efforts with the interest of our clients.
Our business incentives are based on working with each client to identify their goals, planning for their success and building long-term relationships.
By working with a limited number of clients, we can focus on the unique needs and concerns of each person. That takes time and on-going communication. We feel strongly about the importance of promptly returning telephone calls and emails, and making ourselves available for meetings at times that are convenient for our clients.
At IAS we believe in a team approach to meet the needs of our clients. Our experience totals over 100 years.
John Founded IAS after spending over 15 years in the banking and financial services industry. Now, 27 plus years later, IAS continues the vision of providing wealth management services focused on the needs and best interest of our clients.
John serves as the firm's Managing Director and Chief Investment Officer. John believes the most beneficial client relationships are built on mutual respect and trust.
While John remains passionate about his business responsibilities, he also finds time to be active in his community. He has served in leadership roles in Kiwanis, his church and in community events. John enjoys golf, fishing, time spent with family and vacations in Colorado.
Henry serves as Lead Financial Advisor on our team and enjoys working with clients on an individual basis to find solutions to their financial needs. As a former member of the Texas A&M Swimming and Diving Team, Henry graduated with a finance degree from the Mays Business School in 2010. Henry brings to IAS the same passion, determination and drive used as a successful athlete and winner of the Aggie Heart Award.
Henry enjoys running, working out and other outdoor activities, especially those that can be done as a family.
Director of Client Experience
CJ serves as Chief Compliance Officer and is a Certified Employee Benefit Specialist (CEBS) and Registered Financial Gerontologist (RFG). CJ joined IAS after a 15 year career specializing in corporate health benefits, retirement plans and investment services for major insurance carriers.
With over 30 years of diversified financial services experience, she is a valued resource to our clients who are in life transitions.
CJ enjoys yoga, Pilates, cooking, reading and spending time with her grandchildren.
Director of Tax Planning
Curt has over 37 years of industry experience and brings an accounting and tax service perspective to IAS for our clients.
Curt served as Vice President and Controller for a privately held family office business that dealt with many of the same challenges our clients face in their financial lives. As a Financial and Tax Advisor, Curt relies on those experiences to better serve our clients.
Curt and his wife Rhenalea are 37-year residents of The Woodlands and they have three grown children. Curt enjoys golf, vacation travels, reading and spending time with his family.
Director of Financial Planning
Jason brings compassion, analytics and a true sense of problem-solving to the financial planning process for the firm as he assists clients. A desire to serve and see people attain their goals is his motivation to help clients plan for life's events and surprises. He believes that financial planning is central to long term success, and is an ongoing commitment.Jason and his wife Courtney have three children, and have been residents of The Woodlands for 13 years. They enjoy spending time with family and many outdoor activities.
Lisa has a passion for community involvement activities in Montgomery County. She has served in a host of volunteer and board level positions for many Montgomery County agencies, organizations and non-profits. She currently serves on Community Assistance Center Board and the executive board as Vice President. She has held several positions including Vice President, President and Treasurer within The Woodlands Kiwanis. She is a graduate of Leadership Montgomery County’s class of 2016 and was previously on the EFTA (Education for Tomorrow Alliance) board. In addition to serving on boards, she volunteers at Ironman Texas, The Woodlands July 4th parade, Kiwanis Special Olympics and at the Woodlands Church.
She enjoys getting to know each of the clients and working alongside the IAS team; helping each client achieve their goals.
Lisa and her husband Royce reside in The Woodlands, TX. They have 3 children and 7 grandchildren.