About Our Firm
Our mission is to change lives in a meaningful and powerful way. Not tomorrow. Not today. But every single day! Here’s our story.
Outlook Wealth Advisors, LLC
We are committed to improve people’s financial lives through honest and ethical advice, holistic retirement planning, exceptional customer service and investment management so they can have the confidence to live the abundant retirement of their dreams. Our wealth management services are more than advice for investors. They will encompass every detail of your financial life. You have been diligent about investing in your well-deserved retirement, and we take that seriously!
Figuring out the best way to make your savings stretch over the next 25 to 30 years in the most tax-efficient manner can not only be confusing, it can also be overwhelming. But it doesn’t have to be that way. We’ve learned the importance of keeping our proprietary concepts and our plans simple, straightforward and easy to understand.
Our planning process begins with active listening to your concerns, your goals, your dreams. We then implement a thorough, proven set of diagnostic reviews, which we call the Outlook Guided Planning System (GPS) to help us stress test your portfolio and identify problems that, at present, could stop you from living your abundant retirement. That allows us to help you create a fiscal house that can withstand the elements — market volatility, inflation, rising taxes, fluctuating interest rates and personal and health challenges.
Our goal is to leave you better informed than you were before we met. Our experienced professionals are not just knowledgeable about finances, we also understand the importance of priorities, family and your financial future.
Founder & Principal Owner
A devastating family tragedy brought Allen into the world of financial planning and investment management. After picking up the pieces, Allen began a crusade to help others avoid the financial calamity his family endured. He has been dedicated to that work ever since.
Allen is on a mission to empower and educate investors and small business owners to build a better future and to make more informed financial decisions. Focused on strategic retirement income planning, he founded Outlook Wealth Advisors and has over 25 years’ experience serving clients in the Greater Houston area. Allen’s specialty is discovering the unique needs and goals of each client, and then helping them construct their own customized retirement income plan. He is an experienced educator, radio talk show host, and author who has written for Forbes and Kiplinger’s magazine, and he is co-author of the book “Retire Abundantly.”
After completing his education, Allen began a career as an auditor with a “Big 5” multinational accounting firm. This career was interrupted by his military service as a U.S. Army Finance Officer, where he was promoted to First Lieutenant prior to honorable discharge. In addition to the rigorous requirements to become a CPA, he also completed the extensive training program to become a Certified Financial Planner™ (CFP®). This unique background and training gives him a perspective few advisors possess.
Married to his college sweetheart, Stephanie, for over 40 years, they have three grown sons and five grandchildren. They are very proud that all three sons are small business owners and making an impact in their respective careers and communities. The couple enjoys spending time with their family, especially their grandchildren. In addition to traveling the world, Allen and Stephanie enjoy Broadway plays, water sports on Lake Conroe, skiing in Colorado and fishing in Alaska.
Founder & Principal Owner
A native Houstonian, Michael graduated from Texas A&M University with a Bachelor’s degree in accounting and a Master’s degree in finance. Grounded in the principles of his training as a CPA and CFP® and with nearly 20 years’ experience, Michael designs forward-thinking, tax-efficient investment strategies for retirees and specializes in complex situations unique to high-net worth families.
While predicting the unpredictable is impossible, Michael’s holistic, in-depth planning approach covers as many bases as possible to help you create a retirement strategy that addresses a variety of potential risks, taxes and provides sustainable income streams for the length of your retirement. From tax-efficient strategies to investment advice to protecting some of your assets, building a fiscal house to help support your lifestyle and long-term financial goals is his priority.
Michael is proud to serve as a fiduciary, building trust with his clients through due diligence, integrity and transparency. He helps individuals and business clients turn the complex components of wealth management into easy-to-understand solutions for protecting and preserving their wealth while minimizing tax exposure. An educator at heart, he has written for Forbes and Kiplinger’s magazine, is co-author of “Retire Abundantly,” was a featured radio talk-show host and is often featured on Houston’s Fox 26 News.
Michael married his high school sweetheart, Rachel, and they are raising their two beautiful children, Ella and Hudson. He is a car enthusiast and enjoys home improvement projects and getaways to the beach or lake, as well as an occasional winter vacation to the mountains for skiing. Of course, no fall would be complete without at least several trips back to College Station to attend an Aggie football game with friends.
Meet the Team
Our highly trained and experienced team doesn’t dabble in helping people retire and stay retired, it's our primary focus.
Elsa Càzares, CFP®
Senior Client Services Manager
Elsa has been a part of the team from the beginning and has developed deep relationships with many of our clients.
She is one of our 4 Certified Financial Planners™ (CFP®) and oversees all aspects of the Operations Team and behind-the-scenes processing. She loves to serve our clients with excellence, and it shows in her outstanding client interactions, level of compassion and attention to detail.
Elsa is also responsible for keeping the office in regulatory compliance, handles much of our estate transfer paperwork, executes most trades and often works on special projects for the firm. Our clients benefit from her strength, sound judgment and tenure with Outlook Wealth Advisors.
Family traditions and values are important to Elsa and her husband, Julio, and much of their time is spent with both families. In her free time, Elsa likes traveling, cooking, tackling home improvement projects and loving on her dog, Roxie.
Client Services Specialist
An experienced professional, Laura has worked in financial services since 1988. Her attention to detail and love of working with people excel in her role as Client Services Specialist. Working in a fast-paced environment, she and Kimberly are responsible for service and administration of all client accounts, processing all paperwork and handling client requests and concerns. Laura also provides great administrative service and support in preparing for client monthly statements and annual reviews.
A mother of three, Laura, along with her husband, Jorge, enjoys spending as much time as possible with their friends, family and new grandbaby. Big baseball fans, the Castros proudly cheer for the 2017 World Series Astros! They especially enjoy having the traditional Sunday breakfast at their home, traveling or just lounging at home with a cup of coffee.
Client Services Specialist
Kimberly is passionate about what she does and gives the “Ritz Carlton” like treatment to each and every client. Prior to coming to Outlook Wealth Advisors, she worked for an advisor in St. Louis, where she gained valuable knowledge running an office, processing accounts and honing her exceptional customer service skills. Her talent for nurturing relationships, communicating with others and attention to detail is what makes her a valued Client Services Specialist.
Kimberly and her husband, Tim, relocated from Missouri for Tim’s career with AIG and have made Texas their home. They both enjoy church, traveling together and exploring their surroundings on their Harley Davidson Softail Custom. They have three grown children and two grandsons and enjoy spending time with them whenever possible.
Deena brings a strong business and marketing background to the team, having served customers in a variety of industries for over 30 years. She is responsible for planning and executing all the education events as well as the fun client appreciation events for the firm. Her extensive customer service experience and industry knowledge help her write and direct our external communications and maintain our firm branding. Her organizational skills and love of numbers shine as she stewards our marketing efforts as we continue to grow and serve clients throughout Houston.
Deena and her husband, George, a Management and Business Training Consultant, have a blended family of four (mostly) grown children. She is passionate about leadership and giving back to her community, having served in various volunteer positions professionally, at church, in her children’s schools and in the community for many years. She and George enjoy hiking and the many concerts in The Woodlands and are up for a travel adventure as often as possible!
Coming to us from the Merrill Lynch corporate office, Melissa handles case preparation, life insurance and annuity application processing and annuity annual reviews with commendable attention to detail. She truly enjoys what she does here at Outlook Wealth Advisors and being part of a team that truly makes a difference in people’s lives.
Amazon brought Melissa and Rob to Texas, and they are enjoying the experience of being first-time homeowners. In between house projects, they are getting out and exploring the Greater Houston area and making it home. While they miss family in New York, technology allows them to keep in contact in between visits.
Customer Relations Specialist
Chelsea is often the first contact with clients on the phone or when they come into our Woodlands office. She is responsible for creating and delivering our Ultimate Client Experience to anyone who visits the office, whether they are an existing client or a new, potential client. She manages three advisors’ ever-changing calendars with professionalism and attention to detail.
Her exceptional organization skills, talent for developing and nurturing relationships and communicating with others propelled her into becoming our Director of First Impressions.
Raising two adorable girls with her fireman husband, Larry, keeps Chelsea very busy! Now that both girls are getting older, the Brooks family is getting out to do more fun stuff. Both girls play softball, enjoy outings with friends and family and are full of life, keeping mom and dad on their toes and always laughing. Chelsea loves being a mom, and her girls are most definitely her pride and joy!
With her ever-present smile and joyful personality, Cherie brings her southern charm and hospitality to work every day. During her extended career in oil and gas, she built professional and compassionate relationships with clients across the globe. It enhanced her understanding of how to communicate with and relate to people, no matter their background or life circumstances. She loves serving others and always provides exceptional customer interactions. She manages the day-to-day activities of our educational seminars and is often the first person guests meet from Outlook Wealth Advisors.
A native of Louisiana, Cherie loves to cook and spend time with family. She is the proud grandma of two beautiful girls, and her free time is often spent spoiling those babies! She is active in her church, is a bit of a history buff and loves to travel.
Schedule a Meeting
If you’re in or near retirement, why would you trust the second half of your life with someone who doesn’t specialize in people like you? Helping you prepare for and through retirement is what we do the most and what we do the best. To discuss your financial future, contact us at firstname.lastname@example.org or 281-872-1515 today!
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Securities offered through GF Investment Services, LLC, Member FINRA/SIPC. Investment advisory services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Adviser. SEC registration does not imply any level of skill or training.
Have questions about your current financial strategy?
Have questions about your current financial strategy? Want to maximize cash flow and minimize taxes in retirement? Uncertain if your financial goals can be a reality? Want more information on how we can help improve your fiscal future? Contact us using the form below.