Controller Partnership

Leadership with a depth of experience

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 core Values

All Of The Values That Make Us Verus Financial

Service

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.

Advice

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.

Discipline

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.

Efficiency

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.

Knowledge

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.

Meet The Team that Makes It Happen

Our experienced team is here to help and provide solutions to your financial challenges

Read about each of our experience-filled and diverse backgrounds that make our financial services unique to all Houstonians.

Minh Vo

Investment Advisor

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.

Form ADV Part 2B – Individual Disclosure Brochure

Anthony Daoheuang

Portfolio Manager

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.

Form ADV Part 2B – Individual Disclosure Brochure

Brett Cristiano

Investment Advisor

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.

Form ADV Part 2B – Individual Disclosure Brochure

Elizabeth V. Soto, CFP®

Investment Advisor

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.

Form ADV Part 2B – Individual Disclosure Brochure

Benjamin Delgadillo

Client Relations Manager

From a young age I’ve understood the impact of having a proper financial plan in place, and that it can make a world of difference.  When my Dad was called to heaven, I was only 4 years old, my sister Nathalie was barely 1, and my mother was devastated as a young widow. It was a grave and tragic loss that took many years for us to heal from as a family.  2 years later we moved to Clear Lake and started a new life, new school, and new friends. My Mother Elizabeth was a young aspiring Financial Planner working towards her CFP designation.  I observed at a young age that we were able to move into a newer home with better schools, able to travel and have experiences that shaped our perspective, participate in club sports and other extracurricular activities, and my mother was able to work full-time while attending night-school to further her career as a Financial Planner. I learned that even though our family had experienced this heavy loss, and our resources were very much limited, we were still doing better than OK. Despite the fact that my young parents' had done the bare minimum for their financial planning, as they were in the beginning stages right before my Father passed away, the little work they did using what my Mother had learned in her field made a huge difference for our family and our future years later. It was around high school that I began helping out in our family practice and had the opportunity to meet several of our clients that are still with us today. I could see the trust they had in my Mom and their appreciation of the trusted specialists she’d bring to the table. It takes a team to create the best outcomes.  I was able to observe the impact that a relationship with a solid financial professional had in their life, their family, their employees, and it allowed them to sleep better at night knowing that they were in good hands. I currently get to witness and experience the results of this careful planning done years ago by now working with the adult children and grandchildren of my Mom’s first clients.  Her reputation across several generations of people we’ve helped is something I greatly admire.  I have always been passionate about relationships and being of service to others. I was able to put myself through school and pay for my studies while working full-time in the restaurant industry as a mixologist. My first big job out of school was at Guardian Life Insurance company of America, where I was mentored by other experienced professionals that did high-level work for local business owners. I learned about several key areas of financial impact for business owners and individuals such as wealth accumulation strategies, asset protection, efficient tax planning, business succession, Life Insurance strategies, estate planning, employee benefits, etc. and how important it is to have specialists like CPAs and Tax Attorneys in our corner that can help us assist clients in these key areas.  These experiences taught me the importance of trust, integrity, dedication to your craft, consistency, observation, follow through, and attention-to-detail that I now apply to my work as a Client Relations Manager with EVS Financial. I value building strong, trust based relationships with our clients by understanding their goals, what matters most, and ensuring efficient communication between all parties involved in the overall planning process and implementation of the financial plan.
Commitment to Excellence:Benjamin Delgadillo is passionate about helping clients achieve their financial goals by ensuring they receive personalized, high-quality service. His dedication to client satisfaction, combined with a strong understanding of financial planning principles, makes him an invaluable asset to the financial advisory team. In his spare time he enjoys quality time with his Wife Savannah and their baby girl Daisy, runs a weekly Men’s soccer league, is part of the Houston Manchester United supporters group, helps run a dining/bar concept in the Uptown area of Houston, spends time with his church family at West End/Riverpoint, runs a men’s Christian-based support group, travels to see family in Chihuahua MX, Central Coast California, Chicago, TX Hill country, loves snowboarding, fitness, challenging hikes, and enjoys singing country and Mexican ranchera music while playing guitar.

Thao Lam

Operation Support

With 25 years of experience in the oil and gas industry, Thao Lam has built a career in operations, project management, production management, and client support. Her expertise in customer service and solutions-driven approach make her a valuable asset to our team. At Verus Financial Group, Thao is available to assist clients with scheduling meetings or calls, managing Schwab accounts, and addressing questions about policies and contracts. She is committed to providing exceptional support and ensuring a seamless client experience. Please feel free to reach out to Thao for any assistance—she looks forward to working with you.

Paul Kramer

Chief Compliance Officer

After graduating Texas Tech University with a BBA in finance and management, J. Paul Kramer began his 30+ year career in accounting and finance with PricewaterhouseCoopers.  His later background of preparing SEC financial reports and complying with SOX requirements as the Controller of a publicly traded company gave him the skills necessary to join Verus Financial in 2025 as the contract Chief Compliance Officer. Paul has a disciplined approach to investing and organizational processes and believes that discipline will achieve extraordinary success and security of assets.  Paul has served the community working in Braeswood Church as a youth leader and Bible Quiz Coach since 1992.

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