Perhaps the expression of having never met a stranger is personified in Dell Thomason. She is always up for a great conversation, whether it is about the markets, the economy, planning and implementation techniques, or the latest happenings in the lives of our clients and investors.

Dell has worked in the financial industry for over 30 years and side-by-side with Katie and J.D. since 2008. Before joining forces professionally, Dell and J.D. have been friends since 1993. It was that friendship that brought them together to assist investors with their complex financial and investing needs.

Dell is familiar with all aspects of financial management and is known for her strong relationships and sincere understanding of client goals. She is particularly qualified for and enjoys evaluating insurance plans, educational funding, and retirement planning. She also provides stock analysis on both a technical and fundamental basis.

Dell earned a BS in Psychology from Sam Houston State University and the designation of Chartered Retirement Planning Counselor from the College For Financial Planning. 

Dell is active in numerous genealogical societies, a Committeeman and Life Member of the Houston Livestock Show and Rodeo and a member of Grace Presbyterian Church. She also donates her time and talents to the National Multiple Sclerosis Society where she volunteers as an MS Ambassador and an MS Activist.