Our Team

Jim Munchbach-Houston-Financial-Planner

Jim R. Munchbach, CFP®

CEO | Director of Wealth Management

Ken Jones Executive Coach

Ken Jones

Executive Coach | Business Strategies

Connie Munchbach Partner at Family Wealth Builder

Connie Munchbach

Strategic Partner

Shanon Cooper Director of Marketing Strategies

Shanon Cooper

Chief Marketing Strategist

Robert (Rob) Challenger

Robert (Rob) Challenger

Chief Compliance Officer | Tremont Street Advisors

Mark Rush CPA and Director of Tax Strategy

Mark Rush

CPA | Business Tax Strategies

Clark Edlund CAZ Investments

Clark Edlund

Strategic Partner | CAZ Investments

Mark Pickle

Mark Pickle

Family Financial Coach

John Cunningham

John Cunningham

Family Therapist | Executive Coach

Frank Mullins Independent Fiduciary Services

Frank Mullins, CFP®

Family Fiduciary Services

Schwab Houston Family Wealth Builder

Charles Schwab

Investment Management | 401(k)

MoneyGuidePro Houston Family Wealth Builder

PIE Tech MoneyGuidePro

Plan | Invest | Enjoy

You can work with us in the way that suits you best, either pairing our services with your own team of Financial Advisors, or choose from our roster of specialists for a  comprehensive, integrated wealth management experience for your family or business.

Family Wealth Builder will help you customize the best approach for your financial situation.

No matter what your needs are, you’ll have access to a Certified Financial Planner™ professional who can help you customize, and execute your family wealth blueprint.