Members Financial Service

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Sugar Land is here for you, serving the Greater Houston Area, including Richmond, Rosenburg, Katy, Missouri City and all surrounding areas southwest of Harris and Fort Bend County. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

As a Personal Financial Representative in Houston, I've gotten to know many local families. I understand that When it comes to preparing for your financial future, each person's needs are unique. That's why when you contact me at my Houston office, you'll receive personalized service based on your needs. I look forward to helping you prepare a strategy to achieve your financial goals. From saving for your child's education to your retirement, my ongoing priority is to help you to create a financial strategy to achieve the peace of mind that you deserve.