Epochal Financial Advisors mission banner image
At Epochal Financial Advisors, our mission is to help you make wise financial decisions.
our team
Let's put your plans in motion
Let's put your plans in motion

Driven by a passion for personalized service, we take pride in delivering financial strategies that empower our clients to make informed decisions today while securing their future for tomorrow. Whether planning for retirement, wealth preservation, or legacy planning, our team stands ready to serve as dedicated partners, ensuring each client receives the thoughtful, tailored guidance they deserve.

At Epochal Financial Advisors, our success is measured by the long-term relationships we build. Relationships rooted in transparency, accountability, and an unwavering dedication to the financial well-being of those we serve.

Our Photography Legacy Event
Our Photography Legacy Event

At Epochal Financial Advisors, we deeply value the relationships we’ve built with our clients and the legacies they are creating.

Our mission is to help you be a good steward of what you’ve been blessed with so you can leave a lasting impact one that imparts faith and freedom for generations.

This is a special opportunity to capture moments with our client's family whether its grandparents, grandkids, siblings, or anyone who is part of their story.

An Evening at the Races: Client Appreciation Night at Sam Houston Race Park
An Evening at the Races: Client Appreciation Night at Sam Houston Race Park

We were delighted to host our recent client appreciation event at Sam Houston Race Park an evening designed to bring together clients and our team for a memorable experience outside the office.

Set against the exciting backdrop of live horse racing, the evening offered a relaxed and engaging atmosphere where clients could connect, unwind, and enjoy the thrill of race day. Guests were welcomed with complimentary admission, a curated dinner buffet, and refreshments, creating the perfect setting for conversation and camaraderie.

One of the highlights of the evening was the much-anticipated Corgi Racing, a fan-favorite event that added a lighthearted and memorable touch to the night. The energy and enthusiasm from the crowd made it clear why this unique feature continues to be such a standout experience at the park.

Beyond the races, the event provided an opportunity to strengthen relationships and express our sincere appreciation for the trust our clients place in us. We value these moments to connect on a more personal level and celebrate the partnerships we’ve built together.

We are grateful to everyone who joined us for this special evening and look forward to hosting more events that bring our community together

Why ThriventA different kind of financial services companyAs a Thrivent team practice, we're grounded in Thrivent's mission to help you achieve financial clarity and live generously.Thrivent is owned by its members, instead of by shareholders or investors. This means we aren't your typical for-profit financial company. Instead, we reinvest our profits back into the people and communities we serve.
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Ready to connect?

We'd love to answer any questions you may have and start learning about your goals. We can meet however you're most comfortable—phone, virtual or in person.

Or call us directly: 281-893-6200

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

* as of December 31, 2024

** Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Rating is based on Thrivent’s financial strength and claims-paying ability. Does not apply to investment product performance. For information on this rating, visit the rating agency's website.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations