Lasting relationships. For all that matters

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

Young family at the beach

Brian Richard Dodson, CFP, CRPC

Vice President–Wealth Management

Financial Advisor

Brian was born in Bryan, Texas and spent his formative years in Sweeny, Texas graduating from Sweeny High School in 1969, Summa Cum Laude. In 1973 he earned his BS degree in Mathematics from Southwest Texas University in San Marcos, Texas.

Brian has been in the investment industry for over 10 years and holds the CFP (CERTIFIED FINANCIAL PLANNER™) and CRPC® (Chartered Retirement Plan Counselor)

He is very active in area organizations and church groups. He is a Life Member of the Houston Livestock Show and Rodeo where he has served on the Corral Club Committee since 1989. Brian is a Life Member and Past President of the Alief Jaycees. He is also a Life Member of Theta Xi Fraternity.

Brian is a member of St. Catherine of Sienna Episcopal Church in Missouri City, Texas where he is very active. He has served or is currently serving as a Member of Bishops Committee/Vestry. He has been a member of the Episcopal religion all his life and was the Vice-President of the Diocese of Texas Episcopal Young Churchmen in 1969. He was licensed as a Layreader at the age of 17 years.

He is very active in Freemasonry where he has served as the head of five different lodges and as the Grand Master of the State of Texas in 2006.

He is married with four children and resides in Missouri City, Texas.

Registered States:
  • AZ
  • CA
  • FL
  • MA
  • MI
  • NE
  • NH
  • OK
  • TX


  • BS degree in Mathematics, Southwest Texas University


  • Chartered Retirement Planning Counselor
15958 City Walk
Suite 240
Sugar Land, TX 77479
  • (281) 263-6238

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