OUR TEAM
Richard G. Hollis, MBA 1800 West Loop South, Suite 1980
Education: Pepperdine University, Presidential / Key Executive Program, MBA, 1978 Oklahoma State University, BS, Chemical Engineering, 1963 Professional:Richard was employed by Shell Oil Company and its affiliates for 30 years, working in economics, engineering, management and planning before joining Houston Asset Management, Inc. He served on the Pecten Cameroon Company Board of Directors. Richard completed the University of Houston Financial Planning program, a series of courses to attain the CFP® designation. He has served on the Program Committee, Education Committee, Membership Committee and Board of Directors of the Houston Chapter of the International Association of Financial Planning (IAFP) and served more recently as a member of the Board of Directors of the Houston Chapter of the Financial Planning Association (FPA). He is a member of the American Association of Individual Investors. Richard taught the short course, “Financial Strategies for a Successful Retirement” for the University of Houston, Houston Baptist University and LeTourneau University and for corporations and churches. He is a Registered Representative with SagePoint Financial, Inc., a broker/dealer firm registered with the Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC). Houston Asset Management, Inc. is a Registered Investment Advisor with the Texas State Securities Board and Louisiana Commissioner of Securities, and is not affiliated with SagePoint Financial, Inc. In addition to holding Series 7, 63 and 66 securities registrations, Richard is licensed with the Texas State Board of Insurance. His clientele includes closely held corporations, executives and professionals in several states. Personal:Richard and Mary Lynn have been married since 1966. They have two married daughters and seven grandchildren. Richard has served as President of the Nottingham Forest Civic Association. Richard and Mary Lynn are members of Tallowood Baptist Church.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and Certified Financial Planner™ in the U.S.
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(713)629-1534(800)720-PLAN (7526)
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