Financial Professional primarily based in Texas, holding a Life and Health license.

She specializes in Indexed Strategies to safeguard your wealth. In the realm of retirement planning, she steers you toward well-thought-out asset distributions, ensuring a seamless and prepared transition into retirement. Additionally, she assists in navigating effective budgeting and saving techniques to fortify your financial readiness for the future.

As a budding financial professional, my mission is to inspire both my generation and those to come, embark on early wealth-building, safeguard their assets, and promote financial literacy. I aim to cultivate financially independent individuals who can retire ahead of schedule and relish a lifestyle aligned with their dreams and ambitions.

I'm passionate about forging connections, staying active through workouts, indulging in the art of healthy cooking, exploring new horizons through travel, and immersing myself in the rich tapestry of diverse cultures and lifestyles.

Since 1988, Dave assisted businesses and individuals in overcoming financial challenges. Licensed in Health, Life, P&C, and certified in Estate Planning. With Securities Licenses in Series 6, 63, and 65, he’s equipped to provide comprehensive financial guidance. His expertise extends to helping businesses and individuals thrive. He’s also built a strong network of professionals, including CPAs, attorneys, and actuaries, to support clients in reaching their goals. Disclosure: Investment advisory services are offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. Insurance products and services are available through individually licensed and appointed agents, not through BCM.

Bruce Robertson is comprehensive financial planner who has had the privilege of helping meet the diverse financial needs of his clients’ lives for more than 25 years.  As a Certified Financial Fiduciary, Bruce and his team separate themselves by placing a keen focus on developing an enduring relationship with each of his clients throughout the financial planning process.  He understands the importance of fully grasping the unique financial goals of a client to demonstrate the trust that is placed with him.  His typical client allows him to offer input into their financial picture only after a careful review of their current goals has been conducted.  He works diligently to instill a sense of confidence that his clients have taken the appropriate steps to plan for their financial future and the legacy they desire to leave behind.

Bruce offers fee-based comprehensive financial planning that addresses the areas of wealth management, retirement planning, risk management and estate planning for individuals and the complex needs of business owners.  This often involves not only the strength and support of his own team of specialists, but also the partnership with his clients’ attorneys, CPAs and other advisors to create a plan that achieves the maximum positive financial impact on each client’s wealth objectives.  Bruce has worked with the diverse needs and many times conflicting perspectives of employees and management, as well as the interactions of various levels of internal and external corporate relationships, to provide exceptional financial planning services and inspire excellence in his client’s lives. When he is not spending his personal time with his family, Bruce enjoys performing on the alto or soprano saxophone, serving at his local church or jogging on any of the myriad of trails in and around Houston.

Clark Carpenter is an Asset Protection Specialist who helps seniors plan for long-term care, drawing from his own family’s experience of not having a plan in place during his father’s extended illness. He offers solutions to avoid selling assets or drawing down retirement portfolios. Clark regularly holds workshops on Medicare, what Medicare does NOT cover, Long-Term Care, and other topics like Social Security. He is a former U.S. Special Agent. Clark worked in investment banking learning the value of portfolio protection especially in a down market. Clark is married to wife Dawn and has three Australian Shepherds.

A fully bilingual international executive & Wealth Advisor Roberto Advise UHNW, Family Office & Institutions in Mexico & US, Experienced in Exit Strategies & Wealth Structuring Roberto is supported in JV Global Capital, Inc. by the best Custodians, Technology, Accounting, Wealth Structuring & Tax Planning Partners that deliver solid guidance and advise to our customers globally.

Roberto is a Certified Financial Fiduciary® and as Founder, President & CEO, of JV Global Capital he is offering Defined Contribution(401K) Plan Advisor Services and working as a Financial Inclusion Evangelist to improve awareness within the hispanic communities, He is also an International Global Wealth Advisor & Senior Portfolio Advisor at JV Global Capital, Inc. and leads as International Financial Operations Managing Director at ViSteel.

As Head of International Banking & BDO at AFIRME Global Services Roberto is working on cross border banking financial services and fintech solutions with a conceptual ecosystem disruptive proposal to revolutionize cross border payments & trade finance for the USMCA market.

As the Treasury Product Director in BBVA Bancomer, he designed international structured debt to improve US cost of funds, the first Euro Peso (MXN) issue on the London markets, capital structure models, cost of funds optimization models, syndicated credit pool valuation, mortgage and toll highways securitizations, he was also involved in several corporate business alliances, fusions and acquisitions.

Other responsibilities included portfolio and risk management of domestic and global money, FX and Stock markets treasury allocations, he was a member of the Bank's Investments, and Asset and Liability Committees.

He developed the OTC FX, Rate and Inflation Forward Contracts Trading and Management Systems, and implemented portfolio and risk management methodologies for the specialized banking business unit of Bancomer and participated in a team that lead to the foundation of the MexDer, the first financial derivatives market in Mexico.

He hold a Series 7, Series 66 FINRA registrations, an Arizona & Texas Life, Variable Life & Health Insurance Professional License an MBA with a concentration in Finance from EGADE in Mexico City, a bachelor's degree in Computer Science from UADC. He also hold several certifications and diplomas in Finance, Computer Science, Internet Information Services, Web Services, and Construction Management.

Kevin has been a serial entrepreneur, primarily in the healthcare space providing medical device sales and patient care services.  Along the way, Kevin helped employees and customers, as well as family members, find answers to various financial and retirement related questions.  This naturally led to a career as a financial consultant and currently is a Certified Financial Fiduciary® based in Texas and holds a Life, Accident and Health license.

"My passion has always been finding ways to help people.  Because of the complexities of our financial system, the best way I have found to channel this passion is listening to the needs and goals of each client, taking the time to educate while making every effort to provide best practice solutions as warranted.  This is in line with my Certified Financial Fiduciary® designation by always placing my clients interests before my own.  It also is what led me to The Porter Group, because this financial fiduciary approach aligns perfectly with Cayla Dee Porter and her team.  My focus with younger clients is on safe wealth accumulation plans as well as wealth protection and long-term care strategies for older clients near, or during, retirement."

Kevin graduated with Honors from The University of Texas with two degrees and is an avid photographer.  He enjoys traveling with his amazing wife, Suzanne, and spending time with his kids and grandkids.

Phone:  713-899-1309

Website:  theporter-group.com

Scott is the founder of Rincon Wealth Management, an independent financial services firm created in 2018 and named after one of Scott’s favorite places growing up, Rincon Point, also known as the “Queen of the Coast” in Southern California for its legendary surfing environment. It was there that Scott learned the discipline of surfing while gaining respect for the waves, large and small, along with a big-picture awareness of the ocean at large.

Scott is a second-generation financial advisor who began hearing about the business at a young age from his father at the dinner table. He watched his father help create wealth for others and help them on their journey, and he wanted to do the same. Scott also wanted to learn how people made their money, and then help those people make smart financial decisions along the way.

Scott earned his bachelor’s degree in business administration with a concentration in finance and marketing from California State University, Chico. During college, he played baseball and worked in the banking industry. After graduation, Scott worked for several companies as a financial advisor before founding his own, independent firm.

Scott focuses on helping clients move from the accumulation years (working years) into the distribution years (retirement years). He knows that workers today value their work-life balance and focuses on the options that can help achieve that balance.

Scott relocated to Austin, Texas in 2018. He and his beautiful wife, Tori, are raising an active household with three children, Remi, Cash and Tate, along with two Great Danes named Charlie and Goose. Scott enjoys golf, fishing, hunting, surfing and Brazilian jiu-jitsu. He also dedicates time to coaching youth sports in his community.

Justin F. Shaw is the Founder and President of Advanced Financial Concepts (AFC), a firm he established after graduating with a Bachelor's degree in Finance from the University of Houston in 1994.  For over 30 years, Justin has served as a trusted Financial Strategist and Retirement Income Planning Specialist, consistently exceeding client expectations and building a reputation for exceptional service.  His expertise in designing wealth-building strategies has led to significant financial growth and secure retirement incomes for his clientele.

Justin's commitment to excellence is reflected in AFC's culture, which he leads by example.  He holds numerous professional designations, including Certified Funds Specialist (IBF), Registered Financial Consultant (IARFC), and Certified Financial Fiduciary (NACFF). His achievements have earned him recognition as a Five Star Wealth Manager in Texas Monthly (2009, 2010), featuring him among the top 2% of Houston's 22,500 wealth managers.  He has also been featured in Newsweek (2011) and was featured on Times Square Today (2016), broadcast on Fox News and CNBC.  AFC has been an Accredited Business with the Better Business Bureau since 2011.

Beyond individual client work, Justin is a sought-after public speaker, previously hosting two successful radio shows, “The Financial Road Map” and “The Financial Truth with Justin Shaw,”  educating millions on sound financial principles. He is the best-selling author of "The Soul of Success 2" (2015) and an active member of several professional organizations, including the National Academy of Best-Selling Authors, National Ethics Association, and the Better Business Bureau.  A native Houstonian and active community member, Justin lives in Sienna, Texas with his wife Elizabeth of 27 years and their 2 children.