Advisors at this firm
Lucas D
Series 65
Katy, TX
Drumond Wealth Management
Lucas Drumond is a financial advisor at Drumond Wealth Management in Katy, TX, holding a Series 65 designation with one year of industry experience. Prior to joining the firm, he was a full-time student for nine years. Drumond Wealth Management provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach using fundamental, technical, and cyclical analysis across a variety of instruments and operates a wrap fee program that includes advisory fees and execution services through Charles Schwab.
Louis H
Series 65
Katy, TX
Drumond Wealth Management
Louis Hopper is a financial advisor at Drumond Wealth Management in Katy, TX, holding a Series 65 designation. He has one year of industry experience and previously worked at the University of Houston and Twin Staffing. Drumond Wealth Management provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach using fundamental, technical, and cyclical analysis across various instruments, managing assets primarily on a non-discretionary basis.
Samuelson D
CFP®, Series 66
Katy, TX
Drumond Wealth Management
Samuelson Drumond is a CFP® with eight years of industry experience, currently serving at Drumond Wealth Management. His prior roles include positions at Sovereign Wealth Advisors LLC, LPL Financial, Edward Jones, Drumond Associates, and Santander Bank N.A. Outside of his advisory work, he is an independent insurance producer. Drumond Wealth Management offers fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis across diverse instruments and operates a wrap fee program that integrates advisory and execution services.
Michael S
Series 66
Katy, TX
Drumond Wealth Management
Michael Saenz is a financial advisor at Drumond Wealth Management with two years of industry experience. He holds the Series 66 designation and previously worked at Stirlingshire Investments and United Planners. Outside of advisory work, Saenz is employed as a data scientist in the oil and gas terminal sector. Drumond Wealth Management provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach using fundamental, technical, and cyclical analysis across diverse instruments and manages most assets on a non-discretionary basis.