Jose Palafox is the founder and co-owner of Starfox Financial Services, LLC and has more than 20 years’ experience in the investment industry, having worked for two larger brokerage firms before forming Starfox Financial Services in 2006. He founded Starfox because he believed his clients deserved his full and undivided loyalty as a fiduciary advisory. Starting an independent Registered Investment Advisor (RIA) firm meant his clients and the community would have access to a true fiduciary advisor, one who had their best interests in mind not his own or the firms. Now, more than a decade later, this fiduciary approach has allowed his business to expand to having clients throughout the country.

Jose receives great fulfillment in assisting his clients to reach their financial goals and improving their quality of life, by providing wealth building tools and advice with full disclosure of any bias or conflict of interest. As a fiduciary advisor, he strives to help them achieve their goals through his diligence, his team’s quality research and a constant effort to reduce investment expenses and limit overall risks.

His faith, family and finance are what makes Jose passionate about what he does. His experience and aptitude for finance allows him to assist others to build wealth, while allowing him to personally give back to the community. Jose’s entire firm is built around a culture of giving back, he and every other individual who represents the firm are deeply involved in the local community. He is actively involved in his church, non-profit and community organizations including Rotary Club. Jose and his wife, Tracee, live in The Woodlands, Texas and they have five grown children.

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Bill enjoys working with professionals, business owners and their families to pursue their goals of financial independence and freedom. He has been in the advisory and consulting industry since 1994, joining Starfox Financial, LLC in 2017. Bill was previously with Merrill Lynch for nearly 13 years as a Senior Financial Advisor and Wealth Management Advisor. A graduate of Kettering University in Michigan, he holds the following professional certifications:

• CERTIFIED FINANCIAL PLANNER™* (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc.
• Chartered Advisor in Philanthropy® (CAP®)
• Chartered Retirement Planning Counselor^SM (CRPC®)
• Certified Divorce Financial Analyst® (CDFA®)

When Bill isn’t working, he enjoys spending time with his family and being involved with the community. As a Past President of the Rotary Club of The Woodlands, Bill serves on The Woodlands Rotary Foundation Board a 501(c)(3) nonprofit, is a Rotary Assistant District Governor, mentors small business owners as a volunteer with SCORE, and is active with his church. He is a multiple Rotary Paul Harris Fellow, a recipient of the “Service Above Self” and “Roll of Fame” Award, a 2016 graduate of Leadership Montgomery County (LMC) and a past Board Chair of CASA Child Advocates. He enjoys making people laugh, sharing his fatherly humor and cracking jokes. Bill and his wife, Hayli, reside in The Woodlands, Texas with their two daughters and dog.

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Jake grew up in Gulfport, Mississippi and moved to Texas in 2011. He studied Business at the University of Southern Mississippi and graduated with a Bachelor of Science in Business Administration.

Jake moved to Texas to pursue a career in hospitality and has worked in food & beverage management, operations management, and recently Business Travel Sales. His focus has been on providing excellent customer service and building personal relationships with clients and associates alike.

Although Jake’s family are back in Mississippi, they are a big part of his life. He has one sister, a niece, and a nephew whom he loves spending time with. In his spare time, Jake likes to be on the golf course and also enjoys networking.

Jake is truly excited to join the Starfox team and plans to uphold the Faith, Family, Finance belief the company holds so dear.

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