Our Team Relationship Managers Lawrence Katz, CLU, ChFc, MsFs Principal (713) 481-0708 (713) 840-1747 lgkatz@financialguide.com Walter Katz, CFP® Principal (713) 840-7300 (713) 840-1747 wkatz@financialguide.com Customer Services Department Azeneth Rivera, MBA Financial Services Team Associate (713) 840-7300 ext. 107 (713) 840-1747 azenethrivera@financialguide.com Jonathan Katz Intern 7138407300 jkatz@financialguide.com Employee Benefits Department Joanna Mateos Retirement Plan Assistant 7138407300 7138401747 JMateos@borntoretire.com Obed Garcia Retirement Plan Assistant 7138407300 7138401747 OGarcia@borntoretire.com