Icon Wealth Partners

Daniel Schmieder is a CFP® with 44 years of industry experience, currently serving as an investment advisor representative at Icon Wealth Partners and a registered representative with Purshe Kaplan Sterling Investments. His prior roles include positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and Oppenheimer & Co. He is also the owner of Romance Ranch LLC, a cattle and hay sales business with oil and gas leasing operations. Icon Wealth Advisors is a multi-advisor wealth management firm that manages approximately $2.25 billion for individuals, high-net-worth clients, trusts, estates, charitable organizations, and ERISA plans. The firm employs a long-term, model-driven investment approach focused on low-cost ETFs supplemented by mutual funds, individual securities, and internally managed fixed-income strategies.

Stephen Schwarzbach is a financial advisor with Icon Wealth Partners in Houston, TX, holding a Series 66 designation and 17 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2017. Outside of his advisory role, he serves as a director for Spring Spirit Baseball, a nonprofit organization serving underprivileged children. Icon Wealth Advisors is a multi-advisor wealth management firm managing approximately $2.25 billion for individuals, high-net-worth clients, trusts, estates, charitable organizations, and ERISA plans. The firm employs a long-term, model-driven investment approach focusing on low-cost ETFs and offers discretionary portfolio management, financial planning, and retirement advice.

Michael Cregan is a financial advisor at Icon Wealth Partners with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including PURSHE KAPLAN STERLING INVESTMENTS and Avalon Advisors. Icon Wealth Advisors is a multi-advisor wealth management firm overseeing approximately $2.25 billion for individuals, high-net-worth clients, trusts, estates, charitable organizations, and ERISA plans. The firm follows a long-term, model-driven investment approach that emphasizes low-cost ETFs alongside mutual funds, individual securities, and fixed-income strategies.

James Pavlik is an investment advisor representative with Icon Wealth Partners in Houston, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with firms including Avalon Wealth Management and Purshe Kaplan Sterling Investments, where he is also registered as a representative. Icon Wealth Advisors is a multi-advisor wealth management firm managing approximately $2.25 billion for individuals, high-net-worth clients, trusts, estates, charitable organizations, and ERISA plans. The firm employs a long-term, model-driven investment approach focused on low-cost ETFs, mutual funds, individual securities, and fixed-income strategies, combining fundamental and technical analysis to manage client portfolios.

Allison McKibbon is an investment advisor representative at Icon Wealth Partners with seven years of industry experience. She holds a Series 66 designation and has worked at Icon Wealth Partners since 2020, previously affiliated with Avalon Advisors and Avalon Wealth Management. Allison is dually registered with Icon Wealth Partners and Purshe Kaplan Sterling Investments, conducting business primarily from Houston, TX. Icon Wealth Advisors is a multi-advisor wealth management firm managing approximately $2.25 billion for individuals, high-net-worth clients, trusts, estates, charitable organizations, and ERISA plans. The firm employs a long-term, model-driven investment approach focused on low-cost ETFs, mutual funds, individual securities, and fixed-income strategies, providing discretionary portfolio management and financial planning services.

Jennifer Moore is a financial advisor with Icon Wealth Partners and Purshe Kaplan Sterling Investments, holding Series 63 and Series 66 licenses and with 19 years of industry experience. She has worked at Icon Wealth Partners since 2016 and UBS Financial Services from 2014 to 2016. Outside of her advisory roles, she is a member of Allied Hydromulch TX, LLC, a company focused on erosion control. Icon Wealth Advisors is a multi-advisor wealth management firm managing approximately $2.25 billion for individuals, high-net-worth clients, trusts, estates, charitable organizations, and ERISA plans. The firm employs a long-term, model-driven investment approach emphasizing low-cost ETFs and offers discretionary portfolio management, financial planning, and access to credit and cash management solutions through affiliated business activities.

Ricardo Mihaly is a CFP® with 18 years of industry experience, currently serving as an investment advisor representative at Icon Wealth Partners. He has held roles at Icon Wealth Advisors, Purshe Kaplan Sterling Investments, Mass Mutual, and Metlife Securities. In addition to his advisory work, he is an Independent Insurance Agent. Icon Wealth Advisors is a multi-advisor wealth management firm managing approximately $2.25 billion for individuals, high-net-worth clients, trusts, estates, charitable organizations, and ERISA plans. The firm uses a long-term, model-driven investment approach emphasizing low-cost ETFs and provides discretionary portfolio management, financial planning, and retirement advice.

Blake Pratz is a financial advisor with Icon Wealth Partners in Houston, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Icon Wealth Advisors, PURSHE KAPLAN STERLING INVESTMENTS, and UBS Financial Services. Pratz is also a licensed insurance agent, dedicating a small portion of his time to insurance sales. Icon Wealth Advisors is a multi-advisor wealth management firm managing approximately $2.25 billion for individuals, high-net-worth clients, trusts, estates, charitable organizations, and ERISA plans. The firm employs a long-term, model-driven investment approach emphasizing low-cost ETFs, mutual funds, individual securities, and internally managed fixed-income strategies.

Jack Wiesen is an investment advisor representative with Icon Wealth Partners and a registered representative with Purshe Kaplan Sterling Investments, holding a Series 66 credential and five years of industry experience. His prior roles include positions at Morgan Stanley, Avalon Wealth Management, and Doliver Capital Advisors. He is based in Houston, TX. Icon Wealth Advisors is a multi-advisor wealth management firm overseeing approximately $2.25 billion for individuals, high-net-worth clients, trusts, estates, charitable organizations, and ERISA plans. The firm employs a long-term, model-driven investment approach focused on low-cost ETFs, mutual funds, individual securities, and fixed-income strategies, providing discretionary portfolio management, financial planning, and access to credit and cash management solutions.

John Taylor is a financial advisor with Icon Wealth Partners in Houston, TX, holding a Series 66 designation and five years of industry experience. He has worked at Icon Wealth Advisors, LLC since 2022 and is also registered with Purshe Kaplan Sterling Investments. Prior to his financial advisory career, Taylor held roles at MUFG Union Bank and Briar Oil and Gas. Icon Wealth Advisors is a multi-advisor wealth management firm managing approximately $2.25 billion for individuals, high-net-worth clients, trusts, estates, charitable organizations, and ERISA plans. The firm employs a long-term, model-driven investment approach focused on low-cost ETFs, mutual funds, individual securities, and fixed-income strategies, providing discretionary portfolio management and financial planning services.

Patrick Incerto is a financial advisor at Icon Wealth Partners with a Series 65 designation and experience dating back to 2016. His prior work includes roles at Mountain Capital Partners and Vinson & Elkins LLP. Outside of his advisory work, he serves as a manager or member of several investment and real estate holding companies. Icon Wealth Partners is a multi-advisor wealth management firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and ERISA plans. The firm employs a long-term, model-driven investment approach focused on low-cost ETFs, supplemented by mutual funds, individual securities, and internally managed fixed-income strategies.

Kyle Bruchmiller is a financial advisor with Icon Wealth Partners in Houston, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to joining Icon Wealth Partners in 2023, he worked at Hines Securities Inc. from 2015 to 2023. Icon Wealth Advisors is a multi-advisor wealth management firm overseeing approximately $2.25 billion for individuals, high-net-worth clients, trusts, estates, charitable organizations, and ERISA plans. The firm employs a long-term, model-driven investment approach focused on low-cost ETFs, supplemented by mutual funds, individual securities, and fixed-income strategies, while providing discretionary portfolio management, retirement advice, and cash and credit management solutions.

Maria De Lima Velez is a financial advisor at Icon Wealth Partners with two years of industry experience. She holds a Series 65 designation and has previously worked at Arete Investments, Quest Trust Company, and ABLC of Houston. Outside of advising, she has been involved with Arete Insurance Services as an insurance agent focusing on client onboarding, service, analysis, and case preparation. Icon Wealth Partners is a multi-advisor wealth management firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and ERISA plans. The firm employs a long-term, model-driven investment approach that emphasizes low-cost ETFs alongside mutual funds, individual securities, and fixed-income strategies, providing discretionary portfolio management and periodic financial planning.

Steven Novotny is a CFP® professional with eight years of experience in financial advising. He is currently with Icon Wealth Partners and previously worked at Novotny Wealth Management, NVM Capital Partners LLC, and Morgan Stanley. Icon Wealth Partners is a multi-advisor wealth management firm managing approximately $2.25 billion for individuals, high-net-worth clients, trusts, estates, charitable organizations, and ERISA plans. The firm employs a long-term, model-driven investment approach focused on low-cost ETFs, mutual funds, individual securities, and fixed-income strategies, providing discretionary portfolio management and financial planning services.

Brooks McGee is a financial advisor at Icon Wealth Partners with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Avalon Wealth Management and Purshe Kaplan Sterling Investments. McGee serves as a board member for Spring Spirit Baseball, a nonprofit providing youth mentoring through sports, and for Baylor College of Medicine. Icon Wealth Advisors is a multi-advisor wealth management firm managing approximately $2.25 billion for individuals, high-net-worth clients, trusts, estates, charitable organizations, and ERISA plans. The firm employs a long-term, model-driven investment approach focused on low-cost ETFs, mutual funds, individual securities, and internally managed fixed-income strategies.