Richard J. Alphonso serves as the President and Chief Executive Officer of our firm and brings over twenty years of experience in such areas as personal financial planning, investment management, comprehensive tax planning, corporate finance and business consulting. Rick holds a Bachelor`s Degree in Accounting and a Master`s Degree in Taxation from the University of New Orleans, as well as a Juris Doctor from Tulane University School of Law. Rick is also a certified public accountant (CPA) and attorney. He is the Past President and member of the Board of Directors of the American Association of Attorney-Certified Public Accountants (AAA-CPA).

Chris Kolenda serves as the firms Financial and Tax Specialist.  He has 17 years of experience as a corporate financial analyst, tax accountant, auditor and financial consultant. Chris received his B.S. in Chemical Engineering from University of California, Berkeley, an MBA from Rice University and a JD (magna cum laude) from the University of Houston.

Curtis J. Holden serves as Investment Analyst for our firm.  Curtis brings seven years of experience in financial services and valuation.  He has worked with various asset classes, including bonds, corporate loans, private equity and structured finance obligations.  Prior to joining The Financial Advisory Group, Curtis was an Assistant Vice President with JP Morgan Chase Institutional Trust Services.  Curtis obtained a BBA and Master of Science in Finance from the University of Houston.  He is a Chartered Financial Analyst and is member of the CFA Institute and the Houston Society of Financial Analysts.

David P. Jenkins serves as Financial Planning Associate.  He recently graduated from Rice University with a Master’s Degree in Business Administration with concentrations in Finance and Entrepreneurship, and he is working toward the designation of Certified Financial Planner (CFP®).   Prior to graduate school, he worked as a project engineer for Schlumberger in the gas compression industry.