Custom Wealth Solutions

Deborah Andrews is a financial advisor with Custom Wealth Solutions in Houston, TX, holding Series 63 and Series 65 credentials and 33 years of industry experience. She has worked at firms including Cetera Advisors LLC and Questar Asset Management, and she owns Andrews Financial Services, an insurance agency where she is active as an owner and agent. Custom Wealth Solutions is a sole proprietorship providing discretionary asset management primarily to individuals and high-net-worth clients. The firm employs tailored investment programs using tools like Monte Carlo simulations and integrates third-party strategists and custom indexing through the Orion platform.

Karen Pong is a CFP® professional with 33 years of experience in the financial services industry. She is the owner and sole advisor at Custom Wealth Solutions, a firm she established in 2025. Prior to founding her firm, she held roles at Woodbury Financial Services, Questar Asset Management, and Victory Financial Group. In addition to her advisory work, she owns and operates K L Insurance Services, an independent insurance agency. Custom Wealth Solutions provides discretionary asset management primarily to individual and high-net-worth clients, utilizing both direct and program-based portfolio management through the Orion platform. The firm integrates third-party strategists and employs planning tools such as Monte Carlo simulations to tailor investment programs to client objectives.