Skip to main content
Secure Investment
Play

Tomball Financial Advisor

Protect & Grow Your Wealth

With deep expertise and steadfast integrity, McLane Advisors secures retirements, enhances financial growth while minimizing risk—empowering clients to reach their financial aspirations.

McLane Advisors Investment Services Divider

OUR ASSOCIATES

Meet the experienced professionals behind McLane Advisors. Our dedicated team combines expertise and integrity to deliver personalized financial solutions and exceptional client service.

York McLane, JD Portrait
Investment Advisor Representative

(888) 357-0804 X 109
This email address is being protected from spambots. You need JavaScript enabled to view it.

Graduating from Law School in 2004, York spent several years fighting the war on terror as a JAG officer with the US Army serving in the 25th Infantry Division in Hawaii. Upon leaving the service, York entered private practice where for another five years did Estate Planning Law assisting high net worth Individuals in protecting, preserving, and passing along their assets to the next generation. Seeing the benefits associated with sound financial planning, York transitioned into his current role as a full-service Financial Advisor with McLane Advisors in 2012.

His expertise in law and estate planning richly benefits our clients in many diversified ways. York manages McLane Advisors with his partners. York is married with four beautiful children and together, they enjoy travelling, 4X4 off-roading, and anything outdoors.

Matt McLane Portrait
Investment Advisor Representative

(888) 357-0804 X 106
This email address is being protected from spambots. You need JavaScript enabled to view it.

After graduating from BYU and finishing up his education, Matt joined McLane Advisors in 2005. Matt brings a unique passion for the markets and how they operate on a macro level which has uniquely benefited our firm and our clients.

He is especially gifted in relationship management and plays a key role in client outreach. A musician and songwriter by gift and passion, Matt often provides fresh perspectives that assist the firm in looking at complex issues in diverse ways. He now manages McLane Advisors with his partners. Outside of music, Matt also enjoys saltwater aquariums, off-roading through the mountains, and gardening. He is a devoted husband to a woman he does not deserve and a father to four amazing children. You will often hear him declaring that he loves what he does, but he does what he does to gain the resources to spend meaningful time with his family.

Matt McLane Portrait
Investment Advisor Representative

(888) 357-0804 X 103
This email address is being protected from spambots. You need JavaScript enabled to view it.

After two years as a missionary for The Church of Jesus Christ of Latter-day Saints, two years of military service during the Vietnam War, graduating from Texas A&M with a BS degree, and in the meantime getting married and starting a family that resulted in four fine boys, Frank joined the McLane Advisors team in 1976. Through the years he has watched the financial world evolve, requiring him to continually adapt new or modified tools, investment vehicles, and strategies.

His experience and knowledge are not only invaluable to the firm, but especially to our clients. He enjoys traveling with his wife of fifty-one years and his son’s families, hunting, fishing, cowboy mounted shooting, and other shooting sports (longest shot to date: 1351 yards!).

Jim Schulmire Portrait
Investment Advisor Representative

(888) 357-0804 ext. 104
This email address is being protected from spambots. You need JavaScript enabled to view it.

McLane Advisors Investment Services Divider
Angela Gideon Portrait
Office Assistant

888-357-0804 ext. 101
This email address is being protected from spambots. You need JavaScript enabled to view it.

Robbin Thorpe Portrait
Office Assistant

888-357-0804 ext 114
This email address is being protected from spambots. You need JavaScript enabled to view it.

team of advisors at mclane tomball

Three Generations of Texas Financial Advisors

For three generations, McLane Advisors has been a reliable financial partner in Texas. By employing a structured and forward-thinking approach, we assist individuals and organizations in attaining financial stability through customized strategies. Honoring the vision of our founder, Frank McLane Sr., we proudly serve clients throughout Texas and in 23 other states.

McLane Advisors Investment Services Divider

How We Help

For decades, McLane Advisors has helped individuals maximize retirement benefits, ensuring private employees, self-employed, and retirees get the most from pensions, 401ks, IRAs, and investments.

Call or email for a free consultation.

McLane Advisors helps participants with rollovers from private pensions, IRAs, and 403(b), 401k, 457 and other savings plans.

Call us or email one of our representatives to find out more.

One of the most useful things you can do to prepare for retirement is to get a complimentary Retirement Analysis. View a sample Retirement Analysis by clicking on the link above.

Get your own Retirement Analysis by clicking here.

McLane Advisors Investment Services Divider

Retirement Analysis

Our Retirement Analysis is one of the more powerful tools we offer our clients. Over the last few decades, we have done thousands of these for people of all walks of life. The sample below is especially catered toward government employees.

McLane Advisors Investment Services Retirement Analysis

McLane Advisors Investment Services Divider

What to expect as a client?

McLane Advisors is committed to helping you build a bright retirement future. We work diligently to keep you on the path of financial freedom. How do we do this?

When you call McLane Advisors, we strive to have someone answer the phone at all times during regular business hours. Whether by phone, text or email, McLane Advisors is available to answer your questions and be fully present for all your financial needs.

Personal reviews are key to keeping on track with goals. McLane Advisors strives to keep you up to date by having face to face appointments either in person, by phone, or through online conferences. These reviews allow us to make adjustments based on your goals as they might change throughout your life.

As a family owned and operated business, we provide stability and familiarity to you. We are very selective with who we hire and we strive to know each of our clients on a personal basis so you feel a connection every time you call.

Long-term focus

McLane Advisors is committed to helping you and your loved ones achieve lasting financial freedom. We take a disciplined, data-driven approach, eliminating emotional decision-making by leveraging fundamental data and market trends to make informed financial choices on your behalf.

Unlock Maximum Financial Growth

McLane Advisors: Trusted Texas financial advisors with decades of expertise in wealth management, retirement planning, and investment strategies. Safeguard your future with personalized solutions.

McLane Advisors Investment Services

McLane Advisors: Trusted Texas financial advisors for three generations, providing tailored strategies for financial security in Texas and 23 other states.

Address

Phone Number

Frank, Matt and York McLane
Phone: (888) 357-0804
Local: (281) 357-0800
Fax: (877) 376-0280

Jim Schulmire
Phone: (888) 357-0804
Local: (281) 357-0800
Fax: (877) 376-0280

Social Media

Hours of Operation

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 2:00pm
Saturday CLOSED
Sunday CLOSED

Securities and advisory services offered through Centaurus Financial, Inc.  Member of FINRA http://www.finra.org/index.htm and SIPC http://www.sipc.org/.  A Registered Investment Advisor. Supervisory office: 540 Fort Evans Rd NE, STE. 200 Leesburg, VA 20176, 714-456-1790. McLane Advisors and Centaurus Financial, Inc. are not affiliated. This is not an offer to sell securities, which may be done after proper delivery of a prospectus and client suitability has been reviewed and determined. Information relating to securities is intended for use by individuals residing in TX,AL,AR,AZ,CA,CO,FL,GA,IA,ID,LA,MD,MO,MS,NC,NM,OH,OK,OR,PA,SC,TN,TX,UT,VA,WA,WI,WV.

Securities and advisory services offered through Centaurus Financial, Inc.  Member of FINRA http://www.finra.org/index.htm and SIPC http://www.sipc.org/.  A Registered Investment Advisor. Supervisory office: 540 Fort Evans Rd NE, STE. 200 Leesburg, VA 20176, 714-456-1790. McLane Advisors and Centaurus Financial, Inc. are not affiliated. This is not an offer to sell securities, which may be done after proper delivery of a prospectus and client suitability has been reviewed and determined. Information relating to securities is intended for use by individuals residing in TX,AL,AR,AZ,CA,CO,FL,GA,IA,ID,LA,MD,
MO,MS,NC,NM,OH,OK,OR,PA,SC,TN,TX,
UT,VA,WA,WI,WV.