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A team with experience and motivation to do more for you.
A new approach to private wealth — because you don’t have time for everyone else to catch up. It started with a ‘what-if' moment.
We created our private wealth management at Verus after clients told us they were tired of supporting the companies that weren’t fiduciaries looking out for their best interest.
What if we could work with a fiduciary that offers an array of services that would make your life easier?
Our clients are at the heart of everything we do. We innovate, staying on the cutting edge to provide a customer service experience that you can utilize to help further your financial goals.
The advice we give to our clients is pivotal in their financial decisions. which is why we pride ourselves on having flexible, tailored advice that differs on personal levels best fit for each individual client.
To us, discipline means having a plan to achieve a goal and committing to following it to the letter. Our advisors are disciplined in thinking and acting with both innovation and flexibility.
To us efficiency means using our knowledge, passion, and creativity to work smarter instead of harder. We are continually thinking of creative ways to become more efficient without sacrificing quality.
Ensuring that our advisors are knowledgeable and experienced in their field is essential to our firm. We provide our clients with advice only from an experienced team.
Read about each of our experience-filled and diverse backgrounds that make our financial services unique to all Houstonians.
Minh Vo is a CFBS, CDAA with more than 16 years in the financial services industry and has built his career on advising high net worth individuals and business owners. Minh believes that finding the extraordinary in ordinary things in life and finance helps develop a disciplined pattern of success for everyone we serve. Based in Houston, TX, and works with both Vietnamese- and English-speaking clients. He’s a supporter of local organizations like Avondale House and the Ronald McDonald House. Minh currently spends his free time with family, taking classes in Brazilian Jiujitsu and F45. The Certified Family Business Specialist (CFBS) designation is offered by The American College. Candidates must have two years’ experience in the financial services industry. Candidates must complete the following three classes: Financial Statements & Business Valuation Analysis, Business Succession Planning I and Business Succession Planning II.The Certified Digital Asset Advisor (CDAA) designation is the only community-owned designation in the financial services industry. In-depth training and education in 5 core aspects of cryptocurrency, blockchain technology, and decentralized finance to provide investors with the highest level of service and education.
Anthony Duangkaew is a CDAA with more than seven years in the financial services industry. He joined Verus Financial in 2019 as an operations manager. Anthony believes that finding the extraordinary in ordinary things in life and finance helps develop a disciplined pattern of success for everyone we serve. He lives in Pearland, TX. He’s a supporter of local organizations like Avondale House and the Ronald McDonald House. Anthony currently spends his free time with his family of three dogs and three cats, and enjoys powerlifting.
Katrina Wongmuangkan has been in the customer service industry for more than 5 years. She graduated from the University of Houston with a bachelor’s degree in Psychology. Katrina is currently pursuing her doctorates in Clinical Psychology from the Chicago School. She believes that approaching everyone with kindness is the best way to ensure excellence in any field. Katrina is currently residing in Washington D.C. She’s a supporter of local Houston philanthropies such as the Texas Hearing Institute and is a Court Appointed Child Advocate for the city of Houston. In her free time, Katrina loves reading and spending time with her two cats.
After 14 years in financial services, I sold my wealth management business in 2021 and have embraced the digital nomad lifestyle. I currently spend time in Tulum but depending on the season, my fiance and I may be in Miami, Mexico City, San Francisco, or Barcelona. We love to travel! I am now consulting and focusing my energy on educating clients on digital assets. My 14 years of experience in wealth management gave me the opportunity to learn how to solve complex problems into simple solutions and I love applying these skills in the digital currency space. Finally, I devote my time at Stanford Business School as a mentor to Latino business owners. I have had the privilege of mentoring for over 5 years and I have served businesses that are in the start-up (infancy) stage, the teenage phase, and up to the mature adult. I am passionate about partnering with those leaders and achieving the company’s vision.
Brett Cristiano is a graduate of Texas A&M University and the University of Houston, C.T. Bauer College of Business. He was steadfast in his decision to pursue a career in finance and enjoyed the way he and his father analyzed world markets together. He completed his graduate studies at Bauer with Honors and began a career with MassMutual. Rising into his role as a Financial Advisor, he has grown his book of business through referrals from satisfied clients who appreciate the passionate way he listens to their financial goals and the meticulously detailed manner each plan is executed. He decided to join Verus Financial in January of 2023 and is currently working towards his CFA Designation. Brett stays active by playing ice hockey and chasing his toddler son, Vincent, and young daughter, Carmela. He and his wife Aimee enjoy vacationing together and trying out new cuisines.
Cyndi Dinh is a highly experienced and passionate professional with a keen interest in leadership, crafting, and insurance. She has recently joined our team as an Insurance Specialist, where she will focus on growing our company's life insurance, disability insurance, and fixed annuity business. She is still the CEO of Rustic Brush, a DIY studio, where she played a pivotal role in expanding the business and achieving its goals. She also has extensive experience as a fractional CFO and is well-versed in accounting and financial management. Cyndi's deep love for insurance comes from her desire to help individuals and businesses protect themselves from unforeseen circumstances.
Ms. Soto began her financial services career in 1987 and obtained the CERTIFIED FINANCIAL PLANNER™ designation in 2000. Today, she operates a thriving business in Houston serving the comprehensive financial planning needs of retirees, including doctors, business owners, and Latin American entrepreneurs living in the U.S. “I have carved a niche that makes sense for me,” says Elizabeth. “People are looking for a financial planner with my credentials, experience, business focus, and cultural background,” she adds. Companies that offer 401(k) retirement plans are especially well served by Elizabeth's proficient explanations of why basic financial literacy is a cornerstone of a viable retirement plan. She has been quoted in local and national publications such as The Houston Business Journal, Texas Monthly, and The Wall Street Journal. She is an instructor for Rice University's CFP program. She has also appeared on Univision and PBS' Latina Voices.
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