Kassidy Hannum

Kassidy Hannum

Admin & Client Service Associate
We have the pleasure of welcoming Kassidy Hannum as our Administration and Client
Jake Kuharich

Jake Kuharich

Investment Representative
Jake grew up in Gulfport, Mississippi and moved to Texas in 2011. He studied Business
Will Warren

Will Warren

Business Development Specialist
Will Warren grew up on the West Coast and moved to The Woodlands three years ago. He
Bill Friebel

Bill Friebel

Partner & Wealth Advisor
Bill enjoys working with professionals, business owners and their families to pursue
Jose Palafox

Jose Palafox

Founder & Managing Member
Jose Palafox is the founder and co-owner of Starfox Financial Services, LLC and has
Alex Carcano

Alex Carcano

Marketing & Planning Associate
Alexandra “Alex” Carcano has joined the team as our Marketing and Planning Associate.