Advisory Board

Harry Allcott* is a First Vice President – Wealth Management and Wealth Management Advisor who joined Merrill Lynch in 1987. He is a graduate of the University of Central Florida and holds an MBA from the University of Kentucky. Harry assists clients in wealth management with an emphasis on long-term investment strategies and retirement income strategies. He holds the Chartered Retirement Planning CounselorSM designation and is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing their own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. When servicing clients through the firm's Investment Advisory Program, a Portfolio Manager may manage their strategies on a discretionary basis. Harry holds a Series 7 and Series 66 FINRA registration.  He lives in The Woodlands, Texas with his wife Debbie and has two children. Harry and his wife are active members of Faith Bible Church in The Woodlands.

Ronnie Andrews is Senior Vice President at Texon L.P. in Houston.  He is an entrepreneur who enjoys building exploration and production-focused energy marketing service ventures through the recruitment and development of talented and ethical professional men and women.  Ronnie lives in Spring with his wife Teri of 25 years and has one daughter and granddaughter.  Ronnie and Teri are involved with Next Worldwide, a youth-based leadership development ministry. He also serves as a Houston Advisory Member with Global Media Outreach. Ronnie and Teri are members of Houston Northwest Baptist Church, where Ronnie leads a men's discipleship group.

Gil Baumgarten has been in the brokerage and investment management businesses for 31 years. He has worked for EF Hutton, Morgan Stanley, UBS, and most recently as a fiduciary investment manager for his own fee-only firm, Segment Wealth Management LLC.  He has twice been named to the Barron’s 1000 list of the best brokers in the country, and has recently been named to the Financial Times 300 list of the best investment advisors in the US.  Gil is a frequent guest on Bloomberg Radio, and once had his own investment talk show on KKHT Houston Christian Radio. He and his wife, Sue, have been active in pro-life ministries, having served on the board of the Crisis Pregnancy Center, and as resident houseparents at Lifehouse of Houston, where Sue is currently the Executive Director. Gil has served on the Planned Giving Board of The Star of Hope, and the Lamar High School Alumni Board.  He is also a board member of Blaze Portfolio Systems, an investment software provider.  Gil and Sue have three children who have graduated from or attend TCU, Ole Miss, and Pepperdine. Gil and Sue are active members of First Presbyterian Church in Houston. 

Lloyd Bentsen was the Founding Chairman of National Christian Foundation Houston from 2007-2013. Prior to helping start National Christian Foundation Houston, Lloyd has over 20 years experience in the venture capital arena. Lloyd was managing director of Cogene Ventures, co-founder and managing general partner of Triad Ventures (one of the first venture capital funds in Texas) and co-founder and managing general partner of the AM Fund (one of the nation's first venture funds partnering with a major university). Prior to managing venture capital, for 15 years Lloyd was an investment banker concentrating in private placements of capital and corporate mergers and acquisitions.  From 1999 until 2003, he was the founding Chairman of the Board of Directors of the Houston Technology Center. Lloyd was the founding Chairman of the Board of the Nehemiah Center, benefitting inner city children through academic programs in a Christian environment. Lloyd currently serves on the boards of National Christian Foundation in Atlanta and Barnabas Group Houston.  He is a graduate of Princeton University and holds an MBA from Stanford University. Lloyd, his wife Gayle and their two sons, are members of First Presbyterian Church of Houston.

Henry Bragg leads the Texas office for Hill Investment Group.  He and his wife Laurence live in Houston and have three school-aged children.  Together they are founding members of Church of the Apostles and are actively involved in organizations that support "widows and orphans." Henry has an MBA from Rice, a MS in Accounting from UVA, a BS in Finance from Arizona State and holds his CPA and Certified Financial Planner CFP® designations.

Scott Brown is Managing Director of Volant Energy Partners, focused on private equity and acquisitions in the oil & gas sector. He has been involved in youth, inner city and leadership ministries locally and nationally, including participation in the start-up or leadership of several ministries and church plants.  Scott earned a B.B.A. and master's degree from the University of Texas. He is a member of Ecclesia Church.  Scott and his wife Sherri live in Houston and have  four children at various stages of leaving the nest.

Jim Carroll practiced law in Houston for 42 years before retiring in 2007.  He is an elder and founding member of the City of Refuge Evangelical Presbyterian Church and is involved in its prison ministry at the Jester 3 Unit.  He is also a board member of Forge For Families.  Jim and his wife Flo live in Houston. They have three adult children and five grandchildren.

Doug Chapman is currently Principal and Owner of Source Rock Resources, Inc. ("SRR"), a privately held oil and gas company in Houston.  He has been employed in the oil and gas industry for most of his career, beginning with Conoco, Inc. in 1971.  In 1992, God called Doug into prison ministry as a weekly small group leader of Bible Study Fellowship in the Ferguson Unit near Huntsville.  Since then God has called him in many different directions from teaching weekly Bible classes, working Kairos weekends and being involved in various committees at his church, Kingwood United Methodist Church.  Doug and his wife Karen have been married 46 years and live in Kingwood.  They have two adult children and four grandchildren.  

George Clark is Managing Partner of Gerygone Capital LLC, a middle-market private equity firm.  He is involved in the leadership of The Trinity Forum and Generous Giving.  He is the graduate of the University of Texas at Austin.  George is a member of Christ the King Presbyterian Church.  He lives in Houston with his wife Ashley, and their two children. 

Cale Dowell is a 7th generation Texan and helps high capacity families connect their money with their purpose and craft a strategic plan that spans generations. He was once told that culture eats strategy for breakfast. Since then, Cale has been focused on igniting contagious, positive environments that create the capacity to nurture client-centric relationships. He spends his time working to stay humble and hungry; learning from people and practices whose success is evident from their raving fans, and is striving to create a paradigm shift in the way the financial services industry serves and impacts people. 

Jim Dossey* is a Partner at Dossey and Jones PLLC in The Woodlands, concentrating in business law, intellectual property, tax, estate planning, and probate.  Jim is a registered patent attorney with the US Patent and Trademark Office.  Beginning in Spring 2016, Jim will also be an Adjunct Professor of Business Law at Lonestar College.  In additoin to his law degree, Jim holds a Bachelors of Science degree in Mechanical Engineering and a Masters of Science degree in Electrical Engineering from the University of Texas.  He also has an MBA in Corporate Finance and Strategy from IT Sloan School of Management.  Outside of work, Jim is a Christian and member at the Ark Church in Conroe, Texas, as well as a legal advisor for the Legacy Foundation at the Ark Church.  Additionally, Jim is an elected Trustee on the Montgomery Independent School District board and Pesident and founding Board Member on the MISD Education Foundation.  Jim lives with his wife Jennifer and their three children on Lake Conroe and is an avid golfer. 

Vince Elliott is Founder and Managing Director, Fortiter Wealth Management. Vince specializes in providing comprehensive wealth management solutions for high net worth families. Vince seeks to provide his clients with wise Biblical counsel related to investments, estate and trust planning, charitable giving, and family wealth education. Vince studied Electrical Engineering at Texas Tech University and earned a B.S. in Management Information Systems from the University of Houston in 1987. Vince is a member of Kingdom Advisors, holds the CIMA designation and is a graduate of the Securities Industry Institute at The Wharton School. Vince is a member of Second Baptist Church and has been a volunteer leader with Young Life for over 20 years. He has served on the National Board of Directors for Dare2Share Ministries as well as the Houston Metro Steering Committee and the West Houston Committee for Young Life. He has actively supported Kingdom focused ministries including Generous Giving, After Dark, and Kanakuk Kamps. Vince and his wife Patti live in Houston, they have three adult children and twin granddaughters.

Rick Figueroa is a Native Texan who is Vice President with UBS Financial Services in Houston, Texas and Partner with the Caton Figueroa Group which provides financial strategy, solutions and reviews.  Rick received his B.A. in Accounting and M.S. in Land Economics from Texas A&M University in 1991 and 1992, respectively.  As a community leader, Rick is actively involved on the boards for numerous community organizations, and he serves as an Ambassador with the Greater Houston Partnership (2007 Life Member).  In 2008, Rick was appointed by Governor Rick Perry to the Texas Judicial Council.  Rick was invited to the White House by Former President George W. Bush in October 2008, and was recognized as a leader within Hispanic community.  He enjoys traveling with his wife and four children, along with playing golf, spending time on his ranch with family and friends, and being involved with his church, Champion Fellowship Brenham, Texas. 

Peter Forbes is President Emeritus of National Christian Foundation Houston (NCFH).  Peter was the founding President of NCFH in 2007. Prior to that, Peter was Director of Fundraising for CityFest Houston with Luis Palau, an evangelistic festival that attracted 225,000 people.  Peter immigrated to Houston from Edinburgh, Scotland, in 1975 and spent the first 28 years in business as a Financial and General Executive with both private and public companies.  Peter is a graduate of Edinburgh University, a Scottish Chartered Accountant and a participant in the Advanced Management Program at Harvard University.  Peter is passionate about discipleship, reuniting the Body of Christ in Houston and encouraging others to reach for and achieve their full potential in Christ.  He is Chairman of the Board of Loving Houston, a ministry dedicated to advancing transformation in Greater Houston by helping churches partner with local schools. Peter worships at Chapelwood United Methodist Church, and is married to Barbara and has three children and three grandchildren.

Brian Friday is an Advisor in the Investment Management Division of Goldman Sachs in Houston where he works with families and their related entities.  His team works with large family groups with multiple entities (partnerships, trusts, foundations, etc.) and has experience working collectively with their clients’ accounting and legal advisors in implementing numerous planning and investment strategies.  Prior to his finance career, Brian was drafted in the third round of the 2007 Major League Baseball draft and played six years professionally, spending the majority of his time at the Triple-A level with the Pittsburgh Pirates.  Brian graduated from Rice University with a Bachelor’s in Economics.  While at Rice, he played three years on the varsity baseball team and advanced to the College World Series twice.  Brian is a native Houstonian and lives with his wife Kendall in The Heights.  They are active members and on the leadership team of a Life Bible Study Class at Houston’s First Baptist Church.

Fred Frost is Chief Attorney - Development at Exxon Mobil Corporation.  Fred is passionate about his four sons, his wife, Kem (who serves on the Court of Appeals), serving ministries in the local Black community, and playing golf.  The Frosts are active at Grace Fellowship in Katy.  Fred has served on several non profit boards, including Forge for Families, The Westview School (for children with Autism - since 2000), and KSBJ (contemporary Christian music station, 1987-1997).  Fred is a native of Georgia and a graduate of the Vanderbilt University Law School.

Russell Ginn* is a private investor. He and his wife Beverly are members of Houston Northwest Church in Houston, Texas. Russell has been active for over 30 years in Union Baptist Association and previously spent 18 years on the Board and Executive Committee of The Open Door Mission. Russell and his wife Beverly have five children and ten grandchildren, three of which are in full-time Christian ministry.

Jay Harbison has had a successful and rewarding career in the Oil & Gas industry for over 25 years.  He has also been a partner in numerous multifamily real estate developments since 2003.  He and his wife Denise, have been married for over 18 years and they live in the West Memorial area.  Jay and Denise are parents to 3 wonderful kids and they attend the Woodway campus of Second Baptist Church where they have been actively involved for 20 years.  The family has a heart for the Lord and they feel blessed to serve and share in His blessings. 

Shane Heise* is the President and CEO of Simplify, Inc., a technology consulting company located in The Woodlands.  Shane was a 2011 Ernst & Young Entrepreneur of the year finalist.  Shane is very active in the non profit sector, serving on several boards, as well as working with other generous CEOs that collectively provide significant charitable contributions. He is also involved in reaching youth around the world through advanced evangelical technologies.  Shane and his wife Jill live in The Woodlands with their three chidlren.

Denny McGuire* co-founded TPI in 1989 and in November of 2007, TPI was acquired by Information Services Group. At that time, Denny became Chairman Emeritus and an investor in ISG. Denny and his wife, Marty, are actively involved in a number of charities. These include UMMEED, a clinic for children with developmental disabilities in Mumbai, India, Child Legacy International, and integrated, water, medical, farming and vocational training organization in Malawi, Africa, and Panther Creek Inspiration Ranch which provides equine assisted therapies primarily for children with developmental disabilities. Denny graduated from Illinois State University in 1968 with a B.S. in Mathematics and Accounting, followed by three years as an officer in the Army Corps of Engineers. He is a member of Crossroads Baptist Church in The Woodlands.   Denny and his wife Marty live in The Woodlands.  They have two adult daughters and seven granddaughters. 

Jonathan "David" Meredith* is principal attorney at Meredith Law Firm. Prior to attending law school he spent the first ten years of his professional career as a youth minister.  He has worked with two large congregations in the North Houston area (1960 and The Woodlands) and one in Austin.  During his time as a minister he learned the importance of being an effective communicator, an active listener, and a compassionate advisor.  He is actively involved at WoodsEdge Community Church.  He and his wife Jennifer live in The Woodlands.  They have two children.

Matthew Morris is Chief Executive Officer for Stewart Information Services Corporation and its related subsidiaries. He is an Elder at Grace Bible Church and active in various ministries, both local and global. Matt earned a B.B.A. in Organizational Behavior and Business Policy from Southern Methodist University and a M.B.A. from the University of Texas with a concentration in Finance. Matt and his wife Melissa live in Houston with their four sons.

Cody Nath* is the Vice President of Business Development at Refined Technologies, Inc. ("RTI"), a privately-held company specializing in patented turnaround chemical cleaning applications for the refining and petrochemial industries.  Prior to joining RTI in 2006, he worked in various roles in Flint Hills Resources in Corpus Christi, TX.  Cody and his wife Christine live in Spring with their two children.

Mike Novelli* is Managing Director at two commerical real estate operating businesses: Ascension Commercial Real Estate for multifamily assets and Cypressbrook Company for office, industrial, retail and land assets. In both companies, Mike oversees various brokerage, development and acquisition activities as well as directing all equity financings. Mike earned his B.A., cum laude, in Economics and a Masters of Accounting from Rice University, where he was a four time Southwest Conference champion and two time NCAA All-American in cross country and track. Later Mike received his Masters in Economics from Cambridge University in England. He is a member of Woodsedge Community Church in The Woodlands.  Mike and his wife Brook live in The Woodlands.  They have three daughters.

David Oelfke is a Founding Partner in the Houston office of Apartment Realty Advisors, a multifamily brokerage company focused on the sale of apartment properties throughout Texas, New Mexico and Louisiana. David also serves on the Board of Apartment Life, a non-profit faith-based organization that recruits and manages CARES Teams (family, married couple, or two single adults) who move into apartments to assist the management team in creating community. He is also active in other non-profit organizations such as The College of Biblical Studies, The Brookwood Community, Yellowstone Academy, and Second Baptist Church. David earned a B.B.A. in Finance from The University of Texas at Austin.  He is a member of Second Baptist Church, Houston.  David and his wife Rosanne live in Houston they have three children. 

Jeff Reeter is Managing Partner of Northwestern Mutual Texas Financial Group – Houston, Austin, San Antonio. Jeff plays key roles in various community ministries on both the local and national levels. Dedicated to Balance, Excellence, Service and Truth.  Jeff is co-founder and a member of the Board of Total BEST for Life Success, which focuses on personal leadership training. He is a Regent at his alma mater, Baylor University, a member of the Executive Board of Houston Christian High School and active in the Council for National Policy.  Jeff is a driving force for philanthropy through leadership and/or financial support of numerous charitable organizations. He is an active member of Second Baptist Church, Houston.  Jeff and his wife Cindy live in Houston and have three adult sons.

Mike Richter is a Director with Archetype Wealth Partners.  Mike is a licensed CPA in the state of Texas.  His practice and areas of expertise include income tax planning and compliance, wealth planning and transfers (which includes retirement, estate, wealth transfer, complex gift and charitable planning), asset protection, and family governance planning. Investment management, asset allocation, and quarterly investment portfolio review are additional areas included in his practice.  Mike is a qualified Kingdom Advisor. He is a member of Houston First Baptist Church.  Mike and his wife Georgann live in Houston with their three daughters.

Joanna Schima is Administrative Coordinator for our ministry in Austin and Central Texas.  She joined NCF in 2007, helping to set up the systems, processes and programs for the new NCF Houston affiliate office. In 2012, Joanna moved to Austin to serve givers in Central Texas and is now assisting Ryan Assunto in initiating the Austin affiliate.  She has a BA in English from Texas State University and graduate hours at the University of Houston.  Her background includes work in telecommunications, human resources, compliance, shareholder reports and private foundations.  Joanna also enjoys teaching General Education Diploma (GED) classes in a local Austin ministry.  Joanna loves to see the delight givers experience as they discover the joy of generosity and their ability to affect positive change through directing the resources that God has put in their hands.  She is an active member of Riverbend Church.  She has two children and three grandchildren.

Randy Schroeder is the Managing Director of the Houston office of Ronald Blue & Co, Wealth Management and has been in the financial services industry for 30 years. He earned a B.B.A. in Finance from the University of Texas at Austin, and is a Certified Financial Planner. Randy leads the local Kingdom Advisors community and is on the board of KSBJ radio station, Mission Houston.  He is a member of Hope Church. Randy and his wife Staci live in Spring. They have three adult children and one grandchild. 

John Sullivan is a Partner at K&L Gates LLP.  He graduated from The University of Oklahoma with a B.B.A. in Finance with Highest Honor in 1984 and from the University of Houston School of Law with Honors in 1987.  He serves on the Board of Directors for both Boys and Girls Country in Hockley, Texas and Forge for Families Houston's Third Ward.  He is a member of Grace Bible Church.  John and his wife Kriste live in Houston.  They have five children.

Ed Thomas* is the Chairman of Luscinia Health. He serves on several boards, including the Great Commission Foundation of Campus Crusade for Christ, Impact Houston and Enterprise Stewardship. He is a graduate of Oklahoma State University. He is a member of Northwest Bible Church.  Ed and his wife Wanda live in Houston.  They have three adult children and four grandchildren.

Jeff Thomas is Founder and CEO of Archetype Wealth Partners. Jeff is currently the Chairman of the Board of both The Barnabas Group of Houston and Club Impact Ministries.  Jeff's wife Dolly is the President of DDI Executive Recruiting, a finance and accounting recruiting firm. Jeff has a BS in Business from Trinity University and is a CPA. Jeff and Dolly live in Houston.  They have two daughters.

Paul Thomas* is CEO of Luscinia Health, a family owned healthcare company.  Paul is active in ministries that mentor and disciple young men – including his church’s youth ministry, Leadertreks and Fellowship of Christian Athletes.  Paul is also a regular guest speaker at SMU Cox Business Leadership Institute on the topic of Ethics and Integrity.  Paul earned a B.S. from Rice University and an M.B.A. from Southern Methodist University.  He attends Faithbridge United Methodist Church in Norhtwest Houstopn.  Paul and his wife Callie live in Houston with their daughter. 

Stephen Thomas* is COO of Luscinia Health, a healthcare marketing company founded in partnership with his brother and father.  He attends Northwest Bible Church, where he serves as a Global Media Outreach Community Leader and leads a small group of young couples.  Stephen earned a B.A. in MIS from Texas Tech University.  He is a member of Northwest Bible Church.  Stephen and his wife Jennifer live in Houston with their three children.

Lee Turner* is recently retired from Schlumberger after a 40-year career in oilfield services where he held a variety of line management, sales and marketing, and senior HSE positions. He has lived in nine countries outside the US and visited 69 countries. Lee speaks German fluently, having attended a German university for a year and completed his US military service there, living with a German family. He also speaks Spanish and ‘can travel’ in French.  He is a graduate of the Colorado School of Mines and the Harvard Business School.  He has been a member of Woodsedge Community Church in The Woodlands for 15 years.  Lee and his wife Gerri live in Spring.  They have two adult children.

Wil VanLoh is the President and CEO of Quantum Energy Partners, a private equity firm focused on the energy sector. He currently serves on the President’s Cabinet at the College of Biblical Studies.  Wil earned a B.B.A. in Finance from Texas Christian University.  He is a member of Christ the King Presbyterian Church.  Wil and his wife Jennifer live in Houston with their three children.

Kyle Vann* is a consultant in the energy industry and serves on several boards in the energy industry after retiring as CEO of Entergy-Koch LP in 2005.  He attends WoodsEdge Community Church and is active in men's ministries, missions/ministry utilizing media, facilitating unity and encouraging generous giving within the body of Christ.  Kyle and his wife Barbara live in The Woodlands.  They have four adult children and nine grandchildren.

Billy Wareing is currently a Captain in the U.S. Army Individual Ready Reserves and served eight years with the 75th Division, based at Ellington Field.  He is active in the local community, previously serving on the Board of Trustees of the Center for Hearing & Speech and is currently Co-founder and President of, a Christian Pro-Life ministry that provides ultrasound machines to crisis pregnancy centers.  Mr. Wareing is a graduate of The University of Texas at Austin, The US Army Officer Candidate School at Ft. Benning, GA, The US Army Intelligence Center at Ft. Huachuca, AZ and Episcopal High School.  Billy and his wife Reed live in Houston with their four children.

Elizabeth Wareing currently serves as a Founder/Lifetime Trustee on the Board of Neuhaus Education Center, Director of the Scurlock Foundation, Member of the Board of Trustees of the Methodist Hospital, Methodist Research Institute, Methodist Neurological Institute National Council and Yellowstone Academy.  As a member of the Advisory Board of Forge for Families, she successfully Co-Chaired a $6 million Capital Campaign.  Forge for Families ministers to people in Houston’s inner city Third Ward.  She is a graduate of the University of Texas at Austin.  Elizabeth is the wife of Peter Wareing, they have three adult children and twelve grandchildren. 

 :*The Woodlands Advisory Board   :
4545 Post Oak Place Drive, Suite 201
Houston, TX 77027
832.255.2026 phone
832.255.2021 fax
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