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Our Team

Steve Estrin, MBA
Chairman
 
Steven A. Estrin serves as the Chairman and has over 30 years of investment management and financial planning experience. Steve is an active member and the Past- President and Chairman of the South Region of the National Association of Personal Financial Advisors ("NAPFA"), the only self regulatory Fee-Only© financial planning organization. Steve holds a Master’s Degree in Business Administration from the University of Texas.
 
Richard J. Alphonso, JD, CPA/PFS, CGMA, M.S.T., AEP®
Chief Executive Officer

Richard (“Rick”) J. Alphonso serves as the Chief Executive Officer and has over 25 years of experience in  personal financial planning, estate planning, investment management, taxation, corporate finance, and business consulting. Rick holds a Bachelor’s Degree in Accounting and a Master’s Degree in Taxation from the University of New Orleans, as well as a Juris Doctor from Tulane University School of Law. Rick is a certified public accountant (CPA) and an attorney as well as a Personal Financial Specialist (“PFS”) and an Accredited Estate Planner® (AEP®) designee. He is the Past- President and current member of the Board of Directors of the American Academy of Attorney-Certified Public Accountants (AAA-CPA).

The Financial Advisory Group, Inc. is not a CPA firm or a law firm.

 
 
Darryl Nelson
President
Chief Operating Officer
 
Darryl Nelson serves as the President and Chief Operating Officer.  He has over 25 years of experience delivering wealth management solutions to high net worth individuals. Prior to joining the firm, Darryl worked with several national advisory firms as a client relationship manager.  Darryl has a particular interest and experience with qualified pension plans.
 
Steven J. Rife, CFA, CFP®
Chief Investment Officer

Steven Rife serves as the Chief Investment Officer. He graduated from Louisiana State University with a Bachelor of Science in Finance and is a CFA® charter holder.  Prior to joining the firm, Steven has experience working in commercial banking, insurance, and tax preparation.

 
Thomas Sartor
Investment Management Associate

Thomas Sartor is an Investment Management Associate and Financial Analyst. He graduated from Louisiana State University, completing a Master of Science degree in Finance in addition to a Bachelor of Science in Finance. Thomas is a 2017 Level III candidate in the CFA® program*.

 
Connie Alphonso
Vice President
Chief Administrative Officer

Connie Alphonso serves as Vice President and Chief Administrative Officer.  She oversees the internal administrative operations of the firm.  Connie has over 20 years of experience in client administration services.
 
Juan D. Martinez, CPA
Tax Director
Chief Compliance Officer

Juan Martinez serves as the Chief Compliance Officer and Tax Director. He has over 10 years of experience providing accounting and tax services to individuals and closely held businesses. Juan graduated from the University of Houston Downtown with a Bachelor of Business Administration in Finance and is licensed as a Certified Public Accountant. Prior to becoming a CPA, Juan worked as a technology professional for several years.

The Financial Advisory Group, Inc. is not a CPA firm or a law firm.

 
Chris Kolenda, JD, CPA, MBA
Tax Counsel 
 
Chris Kolenda serves as a Financial and Tax Specialist. He has over 20 years of experience in the financial services and chemical industries. Chris is a magna cum laude graduate of the University of Houston Law Center, with a concentration in taxation. He also has a Master of Business Administration from Rice University and a Bachelor of Science in Chemical Engineering from the University of California, Berkeley.
 
The Financial Advisory Group, Inc. is not a CPA firm or a law firm.
 
 
 
Jessica Zhang
Tax Services Associate 
 
Jessica Zhang is a Tax Services Associate and works closely with the investment management and financial planning teams to provide client services. Jessica graduated from Baylor University with a Bachelors of Business Administration in Accounting. Prior to joining the firm, Jessica provided tax preparation services for a public accounting firm.  She also has prior experience in financial planning and client services. Jessica is currently working toward fulfilling the educational requirements to sit for the CPA exam.
 
Nathan Bowen CFP®, MS
Chief Planning Officer 
 
Nate Bowen serves as the Chief Planning Officer and works with the the financial planning team to develop long-range strategic plans for our clients. Nate graduated from Texas Tech University, completing a Master of Science degree in Personal Financial Planning and is a CERTIFIED FINANCIAL PLANNER™ practitioner. Nate brings several years of experience to our team, formerly having worked for a nationally recognized retirement planning firm.
 
 
 
Austin Leavitt
Associate 

Austin Leavitt is a financial planning associate. He earned a Master of Science degree in Personal Financial Planning from Texas Tech University, with a Master's certificate in Charitable Planning.  Austin graduated from Utah Valley University with a double major in Business and Finance and a minor in Economics.  He has experience working with software and technology related to the medical billing industry. Austin is currently working towards the designation of Certified Financial Planner, CFP®.
 
 
Matthew T. Johnson, MS
Associate Financial Planner

Matthew Johnson is a financial planning associate. He holds a Bachelor’s Degree in Business Management and a Master’s Degree in Personal Financial Planning from Texas Tech University. Matthew is currently working towards the designation of Certified Financial Planner, CFP ®.
 
 
Sylvia Lopez
Senior Executive Assistant
 
Sylvia Lopez has over 10 years of experience providing administrative support services for the firm.  She works directly with each team as an administrative liaison to coordinate and support the operational functions of the various team disciplines, including financial planning, investment management, and tax.
 
Teisha Rogers
Client Service Associate
 
Teisha Rogers is a Client Service Associate with over 10 years experience working in the financial services industry. The majority of that time was spent delivering operational and client facing administrative services and responsibilities. She is excellent at providing timely and friendly follow up to various work flow processes for both clients and her colleagues.

* “CFA Program” is the Chartered Financial Analyst® (CFA®) study and examination program developed and administered by CFA Institute.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®,
CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.


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