Financial Advisor Near Me in Montgomery TX

Frank McLane, Sr founded the company in 1954. Todd joined his father in business in 1977, followed by Chad nearly 20 years ago. Chad and Todd are located in Montgomery, Texas along with their team of six support staff who have over 30 years of knowledge and experience.

We specialize in Retirement planning, personal and business investment accounts.

We take pride in the strategies and services we provide to our clients and look forward to the opportunity to serve you.

The company was founded in 1954 by Todd’s father, Frank McLane, Sr.

Todd joined the business in 1977. With almost 50 years of experience, he has witnessed economic cycles, changes in technology and expanding investment landscapes while developing strong client relationships. Todd continues to be involved in the business in every detail.

He is fortunate to be partnered with a third generation, his son, Chad McLane. In his free time, Todd enjoys traveling and spending time with his family.

He stands strong in our company motto, which is, “Do what’s right and let the consequence follow."

Since March 2000, Mendy has been providing client services with a focus on assisting clients throughout the retirement process.

Additionally, Mendy oversees the staff in Montgomery to ensure the office runs smoothly and the staff continues to achieve their goals.

In her free time, Mendy enjoys reading, crafting, and traveling with her family as much as possible. She currently lives in Cypress, Texas with her husband and children.

Tara provides client services and administrative support, greeting visitors with a smile, managing calls, coordinating appointments, and assisting with various projects that enhance the office’s day to day functions.

Her friendly personality and dedication to creating a positive experience make her a valued member of our team.

Tara lives in Montgomery, Texas with her husband and children. She is an amazing cook who enjoys gardening and growing her own vegetables.

Abra plays an important role in supporting our clients and team each day. She responds to client inquiries, processes requests, helps keep accounts up to date, and maintains thorough records. Her warm personality and genuine willingness to help make her a joy to work with.

Abra lives in Magnolia, Texas, and is a proud Aggie Mom who enjoys camping and spending time outdoors with her husband and children.

Along with client services, Aimee specializes in New Business Operations, providing continuous support throughout the process of opening an account. Aimee’s attention to detail and commitment to precision ensures an accuracy that we greatly value.

Aimee and her husband live in Montgomery, Texas. She is an avid reader who enjoys playing pickleball in her spare time and cherishes every moment spent with her children and grandchildren.

Barbara is at the forefront of client communications and record management for our office. She organizes and maintains client information, ensuring accuracy and confidentiality in all documentation. Her experience in business operations keeps daily operations running smoothly.

Barbara often escapes the Texas heat by traveling to Colorado with Todd. She enjoys cooking, sewing, canning, and serving her community.

As an essential part of our team dynamic, John provides support to the financial advisors in our office as well as to our clients by handling administrative duties, client communication, and ensuring compliance with regulatory requirements. John also assists in creating social media content, marketing materials and organizing client events.

John and his wife live in Montgomery, Texas along with their five boys. He enjoys refurbishing classic cars and has a love for dogs.

Ashten is our New Business Operations Assistant, bringing energy, organization, and a sharp attention to detail to the team. She supports the onboarding of new clients and helps ensure each transition is smooth, efficient, and positive.

Based in Montgomery, Texas, Ashten enjoys a full and lively life with her husband and their three children. Outside of work, you can find her exploring hiking trails, playing pickleball, or diving into her latest true-crime obsession.