Insight-based advice

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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.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Lance Hutchins

    Lance Hutchins

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AR
    • AZ
    • CA
    • CO
    • FL
    • IA
    • KS
    • KY
    • MO
    • NC
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    • NM
    • NV
    • NY
    • OK
    • OR
    • PA
    • SC
    • TX
    • UT
    • VA
    • WV
    • WY

    Lance received his Bachelor of Business Administration in Finance from Texas State University and completed his Master of Business Administration at the University of Phoenix.  He has earned the designation of Certified Portfolio Manager from the Academy of Certified Portfolio Managers at Columbia University in New York.  In addition, he is also a Chartered Retirement Planning Counselor, a professional designation awarded by the College for Financial Planning.

    Lance is a resident of Clear Lake with his wife Karyn and their son Tanner.  He holds membership in the Portfolio Management Institute, Coastal Conservation Association and Ducks Unlimited.  He enjoys a variety of outdoor sports and activities, especially fishing.

          2525 Bay Area Boulevard
          Houston, TX 77058
        • Jerry Rasmussen

          Jerry Rasmussen

          Director

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          Rank
          • AR
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          • IA
          • KS
          • KY
          • MO
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          • NH
          • NJ
          • NM
          • NV
          • NY
          • OK
          • OR
          • PA
          • SC
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          • UT
          • VA
          • WV
          • WY

          After graduating Cum Laude with a Bachelor of Science in Business Administration specializing in Finance and Insurance from the University of Nebraska, Jerry worked in the accounting profession for eight years prior to starting his career in Financial Services.  He is a Chartered Retirement Planning Counselor, a professional designation awarded by the College for Financial Planning.

          Married for over 35 years, he and his Karel have two children, Zac and Megan, and one granddaughter, Makenzie.  Jerry enjoys exercising and spending time with family and friends at their lake house.

                2525 Bay Area Boulevard
                Houston, TX 77058
              • Simone Shammai

                Simone Shammai

                Senior Wealth Strategy Associate

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                • AR
                • AZ
                • CA
                • CO
                • FL
                • IA
                • KS
                • KY
                • MO
                • NC
                • NE
                • NH
                • NJ
                • NM
                • NV
                • NY
                • OK
                • OR
                • PA
                • SC
                • TX
                • VA
                • WV
                • WY

                Simone graduated Magna Cum Laude with a Bachelor of Science in Finance from the University of Southwestern Louisiana.  Prior to working in the Financial Services Industry, Simone worked in banking and auditing. 

                Moving from Louisiana in 1988, Simone lives in Clear Lake and has two sons, Andrew and Alex.  In her free time, Simone likes to cook and practice yoga. 

                      2525 Bay Area Boulevard
                      Houston, TX 77058

                    Family (financial) ties

                    Retirement planning

                    Retirement planning

                    Multigenerational planning

                    Multigenerational planning

                    Are you ready for anything?

                    A Liquidity strategy can help.

                    In a world of uncertainties—like market volatility or rising inflation—it’s no wonder 70% of investors surveyed say they want to boost their emergency savings. So how can you move forward with confidence? Have a strategy for the cash you need right now. Click to watch how.

                    Source: UBS Investor Watch, The new valuables; June 2021: 3,800 investors surveyed in 15 markets around the world; May 2021.

                    Backed by the strength of UBS

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                    $3.3 trillion

                    In invested assets globally 
                    As of 12/31/2021

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                    UBS is a world-leading wealth manager