Pashaa Simmons-Green Client Services Administrator


Pashaa brings over 14 years of experience in the financial services industry. Pashaa has earned her Series 6, 7 and 66, as well as securing a Texas Group 1 Life and Health Insurance license. Pashaa is creative and dedicated to her work and provides the necessary support to help our team succeed. Pashaa Co-Founded the Johara Initiative; a non-profit to benefit underprivileged youth in Houston and Ghana. She served as the Chief Financial Officer for 7 years. She is married and the mother of 3 girls. Pashaa enjoys volunteering in the Public School system and participates in the AAU/NCAA athletic programs.

Connie Mack
President and Founder, AIF®, AAMS®, CRPS®
Richard M. Rosso
Director of Financial Planning, CFP®
Lance Roberts
Chief Investment Strategist
Michole Fields
Compliance Manager and Controller, AAMS®
Brent Clanton
Executive Producer – Lance Roberts Show
Karen Roan
Director of Investment Relations
Samantha Samolu
Client Service Manager, MBA®
Danny Ratliff
Senior Financial Advisor, CFP®, ChFC®
Michael P. Lebowitz
Portfolio Manager, CFA®
Frank Marrone
Senior Financial Advisor, CFP®, CRPC®
Craig Severin
Sr. Financial Planner, CFP®, NSSA®
Nikki Brock-Maruska
Human Resources and Investor Event Planning
Jonathan Penn
Senior Relationship Manager, CFP®
Stephanie Lawrence
Stephanie Lawrence
Director of Operations
Tom Allen
Retirement Plan Consultant
Nick Lane
Financial Analyst, MS