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Strategic Advisory Services, L.P. - Houston, TX

Call Us: (713) 977-3800

 

Team

We at Strategic Advisory Services, L.L.C. have been serving clients since 1985. We believe that not only our experience, but our expertise and teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Each advisor of the firm is a CERTIFIED FINANCIAL PLANNERTM.      

CERTIFIED FINANCIAL PLANNERTM professionals are competent, well-educated and held to the highest ethical standards by the CFP Board. Click here to learn more.

To learn more about our Team players, see below.

 

Dick Grbac, CFP®

President & Managing Partner

(713) 977-3800

Dick is Managing Partner and founder of Strategic Advisory Services, L.L.C., a Registered Investment Advisory firm.

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Jeremy, a CERTIFIED FINANCIAL PLANNER™ practitioner and Senior Wealth Advisor, provides comprehensive and goals driven financial planning and investment management advice. He graduated from Texas Tech University in 2006, with a...

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Suzi is the Vice President and co-founder of Strategic Advisory Services, L.L.C. She and her husband, Dick, established Strategic Advisory Services, L.L.C. in 1985 and she has played an integral part in the development of the company.

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Emily Wellings

Financial Planner

713-977-3800

Growing up with a single mom who worked in education, Emily realized at an early age that many people deal with financial struggles. This is what sparked her interest in personal finance, and led her to study finance at Texas A&M...

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Michael Wellings

Director of Communications

7139773800

7139773800

Coming from Texas A&M University, Michael serves as Strategic Advisory Services’ Director of Communications. A marketing and communications aficionado, Michael has previous experience in the financial technology and advertising...

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Pam Hext

Director of First Impressions

(713) 977-3800

Pam joined Strategic Advisory Services, L.L.C. in 2000 and is our most tenured employee.

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Heather Ashley

Client Service Administrator

(713) 977-3800

As our Client Service Administrator, Heather Ashley is primarily responsible for daily operation, including new account setup and maintenance, money transfers, and providing a broad range of support to our financial advisors and team....

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