Financial Advisor and CEO

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Serge is a SmartVestor Pro, college professor, and former US Diplomat. Serge loves the place where data, math, and people come together. He is a distance athlete and triathlete who appreciates discipline and hard work.

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Financial Planner

 

Rosa Ybarra is a CERTIFIED FINANCIAL PLANNER™. She is a Partner of Endurance Financial Planning and is a Financial Planner. She serves clients of all ages and income levels with a focus on wealth management and comprehensive financial planning services.

Operations Officer

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Jessica has a history of executive administration management and was a marketing major at The University of Texas.  She takes on the responsibilities of maintaining the firm and ensuring its ongoing operations.

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Financial Advisor

Houston Branch

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Timothy Fleming is a financial advisor based in the Houston, Texas area. He enjoys building relationships with clients of all ages and working with them to create and implement long-term investment and financial planning strategies. His focus is on retirement planning, education planning, wealth management, and personal finance coaching.

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Financial Advisor

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Ornan Friesen is a financial advisor with a background in small business.  He is passionate about helping individuals and families reach their financial goals through careful planning and prudent money management.  He started saving at a young age and believes in the importance of spending and investing with a purpose.

Financial Advisor

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Jose is passionate about personal finance and has a history of financial coaching through the Dave Ramsey coaching program.  He believes in helping and educating clients to help them achieve their goals.