Texas Advisors

Jeremiah Paterson

Sugar Land, TX

Affiliate Investment Advisor | CFP, Registered Fiduciary

Jeremiah Patterson is a CFP® and Registered Fiduciary™. He has been in the financial services industry since 2006. He is equipped with a Series 7 and 66 securities license. In addition, he also has a Group I insurance license, and holds a B.S. in Biology from Stephen F. Austin University…

(281) 240 -2902

Wayne Copelin

Sugar Land, TX

Associate Investment Advisor

Copelin Financial Advisors is comprehensive in that a client’s entire financial situation is considered in the initial planning process and in the ongoing advisory role, the rationale being that the components in an individual’s financial house – tax issues, investments, retirement strategies, risk management, and estate planning – are mutually interdependent…

(281) 240-2902