Broker Check

Team

At Woodlands Wealth Builders, we strive to help our clients work toward financial independence through planning and professional portfolio management.  Our affiliation with the nation’s leading independent financial services firm, LPL Financial*, provides our clients with independent objective research and a wide universe of investment and insurance services.  

Serving as a fiduciary of your accounts, our team will exercise all of the skill, care, and diligence at our disposal to help you manage your wealth, pursue your dreams, step by step. Become part of our client family where...
Our Clients Always Come First.  Always.


*As reported by Financial Planning magazine, June 1996-2018, based on total revenue.

James F. Lyon III

James F. Lyon III, CFP®

CERTIFIED FINANCIAL PLANNER

(281) 681-2800

(281) 681-2801

Laurie L. Clark

Laurie L. Clark, CFP®

CERTIFIED FINANCIAL PLANNER

(281) 681-2800

(281) 681-2801

Patrick J. Kelly

Patrick J. Kelly, CRPC®

Chartered Retirement Planning Counselor

(281) 681-2800

(281) 681-2801

Rose Cook

Rose Cook

VP-Administration

(281) 681-2800

(281) 681-2801

Amanda Ransick

Amanda Ransick

Client Services Associate

(281) 681-2800

(281) 681-2801