In August of 2014, Jo joined the firm as a Client Services Associate, assisting with the day to day operations and administrative support. She was formerly a partner and an owner of two local legal staffing firms. Her experience also includes estate and trust administration involving complex tax issues. Jo holds degrees from The University of Texas and University of Houston.
As a Financial Advisor, John partners with clients to build for their future with an emphasis on holistic financial planning…
William J. Schorp
After completing his MBA in 2007 at The University of St. Thomas, William (Will) Schorp worked as a financial advisor…