(713) 355-9910
3737 Buffalo Speedway, Suite 400, Houston, TX 77098
3737 Buffalo Speedway, Suite 400, Houston, TX 77098
Phone: (713) 355-9910 Fax: (713) 355-1910
Mon-Fri: 8:00 AM – 4:30 PM
A dedicated team of professionals involved beyond the expected.
Ana was born in Lincoln, Nebraska and was raised in Lima, Peru. After graduating from the Universidad de Lima in 1997 with a bachelor’s degree in business administration, she worked in technology at Bancosur Bank in Lima.
She moved to Houston in 2000 and began her career in the Financial Services industry. Ana is a CERTIFIED FINANCIAL PLANNER™ professional and holds the following registrations: Series 7 (General Securities Representative), Series 6 (Investment Company and Variable Contract Products), and Series 63 (Uniform Securities Agent State Law) through LPL Financial. Through Intrua Financial and LPL Financial, she holds a Series 66 (Uniform Combined State Law Examination) and a Group 1 Insurance License through Intrua Financial. In 2023, she attained the title of IRS Enrolled Agent (EA).
Ana specializes in Wealth Management and Financial Planning. She is passionate about helping her clients reach their financial goals and assisting them in any way possible.
She enjoys going to the beach, attending concerts, and traveling.
In 1995, April started one of the very first woman-owned and operated landscaping businesses in Harris County. Having caught the “entrepreneurial bug,” she opened The Horse Center, an equine boarding and training facility, two years later. It was at The Horse Center that she discovered her love for client-based services. The Horse Center offered equestrian programs to underprivileged children, and offered an incentive-based program to students in Waller Independent School District, who, with good grades, could take free riding lessons with April and her staff.
In 2006, April started her career in finance with Edward Jones. She decided to focus full-time on finance, sold her ranch and moved with her family to Cypress, Texas. Being able to fully understand the hard work and dedication that it takes to build your dreams – be it your own business, your retirement, or otherwise – gives April the ability to connect with clients as she provides tools and support in planning their financial futures.
After earning an AAMS® designation, April joined Intrua Financial in October of 2012. April holds her Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law) with LPL Financial and she is also licensed for life and health insurance.
Born and raised in Houston, Texas, April has been married to her husband, David, for more than 20 years, and has a son, Garret.
While attending Texas Tech University, Courtney learned about the Personal Financial Planning program. The program allowed her to combine her business knowledge with her passion for helping others. After completing her Bachelor’s in Accounting, she went on to earn a Master’s in Personal Financial Planning and a certificate in Charitable Planning, before moving back to her hometown, Houston.
Courtney started with Intrua in 2012 as a Client Service Associate and is now the Director of Financial Planning and a Wealth Advisor. As a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Estate and Trust Specialist™, she is dedicated to helping others navigate their financial journey. Her true passion lies with creating financial plans that not only benefit current clients but extend a legacy to their children and future generations.
Courtney and her husband, Greg, spend most of their time with their two children, Charlie and George. As a native Houstonian, they are avid Houston Astros fans and have a goal to watch the Astros play in every MLB stadium. She is also a volunteer for the Houston Livestock and Rodeo and a member of the Junior League of Houston. Living in Houston provides her with the incredible joy of spending quality time with extended family, giving back to her community, and raising her children where she grew up.
Dane joined Intrua Financial as a Partner in 2015. Beginning his financial services career in 1999 with Prudential Securities, he has worked with UBS and Southwest Securities before joining LPL Financial. Dane’s specialty is managed portfolios, focusing on wealth management, retirement, client education, income and estate planning strategies.
A proud graduate of Texas A&M, Dane earned his BBA in Finance. He holds his Series 7 (General Securities Representative), 6 (Investment Company and Variable Contract Products, 63 (Uniform Securities Agent State Law) registrations through LPL Financial and Series 65 (Uniform Registered Investment Adviser Law) registration through Intrua Financial.
Dane is a native Houstonian. He and his wife Erin have two children, Georgia Kate and Wilson. Dane is an avid waterfowler and fisherman. He loves coaching his kids’ softball, baseball and football teams. He enjoys classic cars and watching college football.
“Forecasts may tell you a great deal about the forecaster; they tell you nothing about the future.” – Warren Buffet
David was born and raised in Pittsburgh Pennsylvania. Growing up a huge sports fan and athlete in high school he went on to attend Slippery Rock University where he played on the men’s soccer team. In his early twenties, he moved to the Houston area and coached soccer for a profession. Finance was also a passion of his, so in his mid-twenties he became fully licensed as an advisor with Morgan Stanley over 20 years ago. David provides his clients with advanced planning strategies to address the four pillars of wealth: assets, liabilities, estate planning strategies and risk management.
David resides in Fulshear TX with his son Alex and daughter Hannah, who attends the University of Texas. His hobbies include golf, fishing, traveling and still bleeds black and gold for his Pittsburgh sports teams.
Dean began his financial services career in 1983 with Moses Resource Group offering what was then a new product—401(k) retirement plans. In 1985, he transitioned to become an investment advisor with Rotan Mosle. His specialties include municipal bonds, mutual funds, insurance, annuities, and 401(k) plans. His focus is on identifying the leading portfolio managers and lowest fees to help meet his clients’ goals.
A proud graduate of Texas A&M University, Dean received a BBA in Marketing. He is Group 1 Life Insurance licensed, and holds his Series 6 (Investment Company Products/Variable Contracts Representative), Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law Examination) and 24 (General Securities Principal) registrations through LPL Financial and the Series 65 (Uniform Investment Adviser Law Exam) held through Intrua Financial.
Dean and his wife, Ellen, have three daughters and live in West University Place, Texas. In his free time, Dean enjoys mountain biking, swimming, photography, travel, hiking, trail running, writing, and just about anything associated with the great outdoors. Several of Dean’s favorite sayings are, “Uberrima fides,” which translates to “utmost good faith,” and “There are no rules around here—we are trying to accomplish something.”
Gail has served the investment needs of her clients for over 30 years. Since joining Intrua Financial, she has utilized the firm’s extensive resources to oversee portfolios with a financial planning discipline by integrating risk management, asset allocation, implementation and regular review. All reflect her strong effort to mitigate the effects of market volatility. By accomplishing these goals, Gail helps clients find financial confidence and enjoy greater control of their lives and the freedom to give attention to other priorities.
Gail’s investment philosophy flows from the customized, comprehensive financial strategies she offers to each client. A thoughtfully devised investment decision is the result of determining the unique needs of the client. The process of choosing investments begins with thorough fact finding, personalized financial strategies and an asset allocation that includes investments with the opportunity for long-term positive outcomes.
As a valued client, you will enjoy a seamless approach to your financial picture, clearly identifying your goals, integrating the appropriate strategies and solutions, and closely monitoring your progress on an ongoing basis. When needed, Gail will partner with your other professional advisors. She is committed to delivering advice and knowledge in integral planning areas including:
Jamie earned the Accredited Investment Fiduciary (AIF®) designation and has worked in the financial services industry for more than 23 years. At Intrua Financial he specializes in investment management and creating and managing detailed portfolios to fit specific client needs. He seeks to build low cost, high-quality portfolios utilizing individual equities and fixed income investments. Not high fee, packaged products.
Jamie now calls Texas home while he grew up in Michigan where he received a B.A. from Michigan State University in 1992 and holds a Series 65 license with Intrua Financial.
Away from the office, Jamie enjoys playing golf & guitar and general aviation. Jamie currently resides in Cypress with his wife Joanna and their two boys, Colin and Ryan.
Investment advice offered through Intrua Financial, a registered investment advisor.
Jamie O’Neill is solely an investment advisor representative of Intrua Financial, not affiliated with LPL Financial.
Mark B. Magee began his financial services career with Farmers Financial of Houston in 2003. In 2005, he transitioned to Edward Jones as a Financial Advisor where he specialized in utilizing managed money accounts as a way to efficiently manage client assets. He moved to UBS in 2013 where he began using more sophisticated managed portfolio systems using mutual funds, ETF’s, UIT’s, stocks, and bonds. Mark joined Intrua Financial in March 2016.
Mark earned his Bachelor’s degree from Texas State University in 1983 majoring in English with a minor in Business Administration. LPL Financial holds his Series 7 (General Securities Representative), 6 (Investment Company and Variable Contract Products, and 63 (Uniform Securities Agent State Law). His 66 (Uniform Combined State Law Examination) is held through LPL Financial and Intrua Financial and he is licensed in all insurance and annuities products. He achieved his Accredited Asset Management Specialist in 2007 from the College for Financial Planning. Mark is a former US Naval Officer serving on Destroyers and Amphibious Assault Ships during the Cold War.
Mark lives on the west end of Galveston Island and in his free time Mark enjoys staying in shape by surfing, running and biking. Mark adopted Veritas Persvadet, ‘Truth Convinces’, from the Latin as his motto in dealing with his clients.
Rob Bradford joined Intrua Financial in 2015. With over 20 years of Financial Services expertise, he is truly committed and passionate about helping clients pursue their financial retirement goals. Rob specializes in the income phase of retirement planning. His clients’ goals are approached with comprehensive financial planning in which he implements portfolio design, tax efficient withdrawal strategies and investment vehicles that align with the objectives of the portfolio.
Rob holds the CERTIFIED FINANCIAL PLANNER™ professional designation. He graduated with a Bachelors Degree in Banking and Finance with a minor in Economics from Mississippi State University. LPL Financial holds his Series 7 (General Securities Representative), 63 (Uniform Securities Agent State Law), and 65 (Uniform Registered Investment Adviser Law) registrations.
Rob and his wife Jennifer have two young daughters Poppy and Sloane. They enjoy big city living, and currently reside in Bellaire. In his free time, he enjoys a good game of golf, working out, traveling with his wife, and taking their dog Dak for walks.
Ron is dedicated to delivering highly responsive and individualized strategies to clients, using a focused, independent planning process. His practice focuses on serving high-net worth corporate executives, business owners, and families across the country. He is committed to building strong, lasting relationships by delivering goal-oriented results and exceptional client service. Ron and his team make the promise to thoroughly familiarize themselves with our client’s needs and aspirations.
Whether you want to preserve and build your wealth, plan for the financial well-being of the next generation, or manage investment risk, his team has the experience and resources necessary to assist.
Ron Sauvageau holds the CERTIFIED FINANCIAL PLANNERTM professional designation. Ron graduated with honors from the University of Minnesota with a degree in Applied Economics. LPL Financial holds Ron’s Series 7 (General Securities Representative), and 63 (Uniform Securities Agent State Law) registrations, and 65 (Uniform Registered Investment Adviser Law) is held through Intrua Financial.
Areas of specialization and experience:
Ron and his family moved to Houston from Minneapolis in the year 2000 and are now proud to call Texas home. Away from the office, Ron enjoys coaching sports, playing golf, reading, and staying healthy.
Thomas Williams began his career as an independent advisor more than 40 years ago. His initial focus was in the insurance arena before branching out to financial planning, Tom has extensive experience in building cohesive financial and estate plans and advising on retirement and business planning.
Tom focuses on delivering quality financial services and products with the highest ethical and professional standards. He develops long-term relationships with clients and adheres to a philosophy of serving them first. His professional designations include Chartered Life Underwriter®(CLU®), and Chartered Financial Consultant® (ChFC®).
He has been a member of the Houston Estate and Financial Forum since 1998. Tom graduated from Wake Forest University with a B.A. in Economics.
Tom is active in his local church and gives back to the community in sevral ways. He has volunteered for HISD for more than 20 years and mentored at-risk students, as well as serving the Unity Church. Several quotes have real meaning for Tom, including “It is better to be seen than viewed,” and My mind is a center of Divine operation; an instrument of Higher Intelligence.”
Tom is married to Noreen and lives in Houston with their four children. Away from work, Tom enjoys playing golf, biking, and hiking.
Alan joined Intrua Financial in 2014 bringing with him more than 15 years’ experience in financial services. He specializes in the science behind the capital markets and portfolio construction theory—knowledge that serves clients well as Alan develops their investment recommendations.
LPL Financial holds Alan’s Series 7 (General Securities Representative), 63 (Uniform Securities Agent State Law) registrations and Intrua Financial holds Alan’s Series 65 (Uniform Registered Investment Adviser Law) registration. He earned the Accredited Investment Fiduciary (AIF®) designation and participated in training with Dimensional Fund Advisors. His Bachelor of Arts degree in music is from Texas Tech University.
Outside the office, Alan loves to spend time with his two children, play guitar, and practice Krav Maga.
Patrick is a Houston native, and a 1985 graduate of the University of North Carolina at Wilmington with a BA in Education. He has spent over 37 years in the Financial Services industry including time with Merrill Lynch, Edward Jones and Raymond James, and holds the CFP® and CIMA® designations along with the Series 7, 6, 63, 51, 24, General Principle held with LPL Financial, and Group One Life Insurance licenses. His focus is on Retirement Planning and Portfolio Analysis.
Patrick has two daughters and seven grandchildren, and enjoys spending time with them in various activities. He is a member of Rollingbrook Fellowship Church, where he leads the Senior Men’s Bible Study. For leisure he enjoys golf, tennis, and fitness. His life revolves around two verses, Colossians 3:17, and 1 Peter 3:18.
