> LICENSING

Who we are

Relationship Managers

Lawrence Katz, CLU, ChFc, MsFs
Principal
lgkatz@financialguide.com
713-481-0708 Direct
Larrys assistants 

 

Link to bio

Walter Katz, CFP
Principal
wkatz@financialguide.com
713-840-7300

  • Named Principal in 1988
  • Founded STEP Strategies in 1994
  • Owned TPA firm from 1987 to 2009
  • Specializes in retirement plan design; implementation of risk-based insurance and investment products for individuals and businesses; and, investment allocation strategies
  • 32 years of experience
  • Life & Qualifying Member of MDRT for 29 years,  Court of the Table 18 years; Top of the Table 7 years
  • Proud Texas Longhorn

Link to bio

Individual Planning Department

Azeneth Rivera
azenethrivera@financialguide.com
713-840-7300, Ext. 111

Benefits Planning Department

Flora Ardon, Retirement Plan Specialist
fardon@financialguide.com
713-840-7300, Ext. 107

Alejandra Valerio
AValerio@financialguide.com