Broker Check

Our Team

Reva Zhao Azeez, CFBS

Managing Partner


In 1998, Reva Zhao Azeez came to the United States alone as a 15-year old Chinese exchange student with no English language skills. A classically trained concert pianist, she chose to pursue a career in financial services in order to...

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Omar Azeez, FSCP

Managing Partner


Colleagues and friends alike describe Omar Azeez as approachable, empowering, and down to earth. The former athlete’s path to financial services was through a sports injury that took him out of commission for months. “It...

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Genesis Loera, CFP®, CFBS

Financial Advisor


Genesis Loera spends much of her time counseling small business owners and other professionals on matters pertaining to personal and business finances. It’s a dream job for this dedicated Latina financial advisor, who loves working...

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Audrey Johnson, CFBS


Raised in an entrepreneurial household, Audrey Anderson grew up witnessing both the highs and lows of running a small business. It is through these experiences she saw firsthand the challenges business owners face...

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Marie Tran

Relationship Manager

Marie Tran is a native Houstonian who has been serving the community in the financial services industry for over 21 years. Marie started her career from humble beginnings, as the Executive Assistant for the Managing Director of...

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