Larry A. Harvey, ChFC

Founder & Chief Executive Officer

Larry Harvey is a Chartered Financial Consultant® (ChFC®) and an Investment Advisor Representative with almost 35 years of experience providing comprehensive wealth management strategies for a high-net-worth clientele. Larry serves as the CEO and senior financial advisor at HFG Wealth Management assisting individuals, families, and small business owners make informed financial decisions that propel them to achieving their desired lifestyle and financial goals.

Larry started his career in 1985 with the Lutheran Brotherhood (now Thrivent) as an insurance agent and registered representative. After quickly being promoted to management as an Associate General Agent he served as the Estate and Charitable Planning Specialist, as well as the Investment Planning Specialist, for the southeast region of the USA. It was during this time that Larry’s affinity for helping clients make strategic financial decisions developed into a passion to build a business where he could impact as many lives as possible.

In 1998, Larry founded Harvey Financial Group, an independent, fee-based financial planning and investment advisory firm. In 2008, he launched HFG Wealth Management, with consistent client and AUM growth, HFG has been recognized as a Top 25 Houston-Area Wealth Management Firms & Practices, presented the 2019 BBB Award for Excellence, and allocated as a Top RIA Ranking by Financial Advisor. Larry has been recognized annually as a Five Star Wealth Management Professional since 2009, an award that is achieved by less than 3% of wealth managers in the Houston area.

Larry holds degrees in accounting and business management from the University of Tampa and earned his ChFC designation from American College in Bryn Mawr, Pennsylvania. He is a member of the Financial Planning Association and the Society of Financial Service Professionals. Larry also serves on the boards of various companies and is a sought-after advisor, providing his financial acumen and business experience to help their firms prosper.

Larry and his wife Mari are blessed with four sons and reside in Magnolia, Texas. Larry is led by faith and is a member of WoodsEdge Community Church. He cherishes his time with family and friends, enjoys being involved with his sons’ athletic teams and is passionate about traveling and exploring diverse destinations around the world.

Steve Brand

Business Development

Steve Brand is a Business Development Representative at HFG Wealth Management. Steve brings over twenty-five years of experience in accounting, systems analysis, business development and project management expertise. Steve is involved in the financial planning and case design, scenario analytics and client service.

Prior to joining HFG Steve worked for fourteen years as a Business Analyst and Data Specialist at Aon Hewitt in The Woodlands where he was responsible for implementing enterprise wide conversions of defined contribution, benefit and health and welfare plans accurately. He began his career at Coastal Oil & Gas Corporation where he worked for ten years in accounting and system development.

Steve graduated with a B.A. from Sam Houston State. Steve and his wife reside in Willis with their son. Steve enjoys spending time with family, traveling, church involvement and staying physically active through various sports.

Chuck DeAses

Interim COO

As Interim COO, Chuck is responsible for assisting the firm’s executive team with strategic objectives and acts in an advisory capacity to the Founder and CEO. He also serves as an intermediary between the team leaders and management as the point person in exploring strategic partnerships and acquisitions.

Chuck is the founder of Veritas Business Consulting, Inc., a strategic planning and human resource consulting company with offices in Austin and Houston. Chuck is a board member of Bellatore Financial, President of Cuisines of Mexico and is co-owner of two regionally based company’s. Chuck is a member of the Society of Human Resource Management in Austin, The Greater Austin Chamber of Commerce and the Austin Chapter of RIMS. He has BS degrees in Psychology and Sociology from Austin Peay State University. He is married with one son and two step-daughters. Chuck and his wife reside in Cypress, Texas. He loves spending time with his family, running and cooking.

Matt Harvey

Operation Lead

Matt Harvey serves as Operation Lead within the Client Service Team, whose core mission is to provide our clients with the best in customer service. He brings a number of years of experience from the real estate industry where listening to his clients and attention to details were critical aspects of his job. Matt is committed to providing excellent customer service while also providing detail oriented administrative support to the wealth advisors and fellow team members.

Matt received a Bachelor of Business Administration at the University of Central Arkansas with a minor in psychology. Outside of work, Matt enjoys spending time with his family, friends and two border collies. He enjoys tennis, running, swimming, and traveling. Matt and his wife Allie reside in the Spring area.

Michel Gonzalez

Paraplanner

Michel Gonzalez serves as a Paraplanner with HFG Wealth Management. As a Paraplanner she works closely with HFG advisors and clients and is a dedicated member of the wealth management planning team. She holds a B.B.A. in Finance from the University of Houston, certifications in Personal Financial Planning and Corporate Entrepreneurship, and is fluent in Spanish. Michel began her professional career at Merrill Lynch and Edwards Jones.

Michel is passionate about making a financial impact in the community and has volunteered in giving financial literacy presentations. Outside of work, Michel is an avid traveler, foodie, likes to dance and enjoys music festivals.

George Musselman

Wealth Advisor

George Musselman is an experienced wealth management professional with over 10 years of financial service experience. George received a finance degree at Texas State University, holds the Life and Health Insurance license Series 66 and 7. With more than seven years at Charles Schwab in Austin, beginning as a personal investor, George moved to The Woodlands to begin his career as an Associate Financial Consultant before coming to HFG Wealth Management.

“Being a personal investor made me realize that there were people that needed help and that I had the ability to use my God-given talents and knowledge for others. HFG truly offers me the capacity to treat my clients like I would my own family, providing the most benefit for your unique situation.”

As a native Houstonian, George is an avid Astros, Texans and Rockets fan. Outside of work, George cherishes spending time with his wife Jessica and their two children Calvin and Kennedy, along with his close friends. George enjoys playing tennis and basketball, listening to audio books or podcasts, and indulges in culinary excellence. He is actively involved with “Love Fosters Hope,” an organization providing foster kids with love, support, and items beyond simply their needs.

Amanda Rabon

Marketing Coordinator

Amanda (Mandy) Rabon serves as our Marketing Coordinator and works alongside Steve Brand in Business Development. Mandy works on a diverse range of projects, including market research, writing articles, graphic and digital design, advertising, and special events. With her go-getter attitude, she wears many hats to ensure that the bar for communication and productivity are set high for HFG Wealth Management.

Mandy has spent the majority of her career as a Mortgage Broker in Florida before moving back to Texas in 2015 and working in Development at a private Christian school in The Woodlands.

Mandy has a heart for community, outside of work, she spends the majority of her time volunteering and supporting community groups and non-profits. She resides in Magnolia with her husband, Scott and their son Linken (the last of three boys), two dogs and a rabbit. Mandy enjoys wine with good friends and shares her family’s love of riding motorcycles. She is an active member of The United Methodist Church.

Robert Borden, CFP®, EA

Senior Financial Planner, Chief Compliance Officer

Robert Borden, CFP®, EA, serves as Senior Financial Planner and Chief Compliance Officer at HFG Wealth Management. Robert is responsible for the oversight of the HFG Financial Planning Division, as well as the firm’s compliance functions, to ensure the firm delivers on its commitment to provide clients with an extraordinary level of service. Robert offers nearly 20 years of experience in the financial services industry with expertise in advanced financial planning, investment management, risk analysis, and tax analysis.

Prior to joining HFG Wealth Management, Robert was an Independent Financial Planner as well as an Investment Advisor and Senior Portfolio Analyst at Paul Comstock Partners in Houston. He has attained the CERTIFIED FINANCIAL PLANNER™ certification as well as the Enrolled Agent (EA) designation conferred by the US Department of Treasury. Robert holds a Bachelor of Business Administration degree with a concentration in Finance from the University of Texas at Arlington and a Masters of Business Administration degree from the University of Houston. He is a member of the Financial Planning Association of Houston, the National Association of Charitable Gift Planners, and the Planned Giving Council of Houston. Additionally, he holds the Texas general lines Life, Accident, Health, Property & Casualty Insurance license.

Outside of work, Robert enjoys playing golf, cycling, skiing, hiking, traveling, and spending time with friends and family. A native Houstonian, he is a long time member of Second Baptist Church and resides in Katy with his wife and two children.

Henry Pizzutello

Chief Investor Officer

Henry Pizzutello brings 30 years of investment experience to HFG Wealth Management and will be responsible for directing, managing and monitoring all investment activity, risk management and portfolios. He will be working with external analysts, and maintaining good investor relations.

Prior to coming to HFG, Henry was the Chief Investment Officer for Rhame & Gorrell Wealth Management where he was responsible for all investment and risk management activities. Before moving to Texas, he served as the Director of Alternative Investments for Private Capital Advisors in the Greater New York City Area. In 2010, as CIO of Centaur Performance Group, he was the recipient of Barclay’s HedgeWeek’s “Best Credit Fund” for risk adjusted performance during the financial crisis. He has managed over $1 billion in proprietary assets for Canadian Imperial Bank, Jefferies & Co., and Nomura Securities International. Henry has also served as Managing Director and head trader for the Bass family of Ft. Worth, TX, managing their convertible bond arbitrage group.

Mr. Pizzutello will be the presenting speaker on “Incorporating Liquid Alternatives into Client Portfolios” at the upcoming 2019 Private Wealth Management Summit in Rancho Mirage, CA.

Henry grew up in Westchester County, New York and lived in Connecticut before moving to The Woodlands with his wife, Christine, of 30 years and their four children. He is an avid reader, enjoys sports and exercise, and plays guitar in his spare time. Henry holds a Finance Degree from Georgetown University.

financial advisors in the woodlands Texas

Financial Advisors in The Woodlands, Texas

Welcome to HFG Wealth Management. We are an independent, fee-only, comprehensive financial planning and wealth advisory firm headquartered in The Woodlands, Texas, serving clients nationwide.

Our team is comprised of professionals with experience ranging from six to thirty years in each of their respective disciplines. We invite you to click on each profile below to find out more about our team’s background and experience.

 

lharvey300x400

Larry A. Harvey, ChFC
Founder and Chief Executive Officer

Henry Pizzutello

Henry Pizzutello
Chief Investment Officer

Chuck DeAses

Chuck DeAses
Interim COO

Robert Borden

Robert Borden, CFP®, EA
Senior Financial Planner, Chief Compliance Officer

George Musselman

George Musselman
Wealth Advisor

Matt Harvey

Matt Harvey
Operation Lead

 

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Steve Brand
Business Development

Amanda Rabon

Amanda Rabon
Marketing Coordinator

INVESTMENT
ADVICE

Asset Allocation
Investment Review Selection
Portfolio Management
Risk Analysis Management
Tax Impact Analysis
Asset Transition Analysis

Copyright © 2019. HFG Wealth Management, LLC. Investment advisory services offered through HFG Wealth Management, LLC – An independent Registered Investment Advisory firm registered with the SEC. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Therefore, any information presented here should only be relied upon when coordinated with individual professional advice. [ more disclosures ]