Broker Check

Contact us


  • Office: 832.514.2551
  • Fax: 832.514.2548


  • Office: 214.224.0920
  • Fax: 214.764.9809

Client Portal

Principal Office

  • 1300 Rollingbrook Drive, Suite 603
  • Baytown, Texas 77521

Emergency Contact

We are committed to being available to our clients and have implemented phone and email systems to facilitate communication even during emergency situations such as inclement weather, power outages or other unforeseen situations.  Your voice mail or email will be delivered assuming the team member has power and internet service in his or her offsite location.  

Please DO NOT leave instructions for any type of financial transaction on voicemail or send them to us via fax, text or email as they will NOT be honored.

If you are unable to locate us using the numbers above, please contact Avantax directly:

  • Avantax Client Service: 888.438.3781
  • Avantax Trading Desk: 800.858.6564
  • Report lost or stolen checks or debit card: 877.536.7086