Your Team

Kevin began his financial services career in 1999 when he joined Mike at PaineWebber. In 2004 he resigned when MP Wealth Management Group LLC (Wealth Management Group) was formed, an independent financial services practice that is a branch office of LPL Financial, the largest independent broker dealer in the country (as reported in Financial Planning magazine, June 1996-2018, based on total revenues).

Kevin has earned the Accredited Investment Fiduciary Analyst™, (AIFA®) professional designation. The certification is administered by the Center for Fiduciary Studies, LLC (a Fiduciary 360 (fi360) company). Those holding the AIFA designation have advanced knowledge of fiduciary standards of care, their application to the investment management process and procedures for assessing conformance by third parties to fiduciary standards. Kevin is also the holder of the Certified Divorce Financial Analyst (CDFA™) credentials; a specialized educational program in professional financial divorce planning.

Kevin holds the Certified Investment Management Analyst℠ (CIMA®) designation, administered by Investments & Wealth Institute and taught in conjunction with The Wharton School, University of Pennsylvania.

Degree: Bachelor of Business Administration, Sam Houston State University, 1991.

He holds the series 7, 24, 31, 66 and (AP) Associated Person registrations through LPL Financial as well as his Life/Health insurance license.

He is a member of Investments & Wealth Institute, The Institute for Divorce Financial Analysts and Collaborative Divorce Texas.

The AIF® and AIFA® Trademarks are registered with the U.S. Patent and Trademark Office under the center for
Fiduciary Studies, a division of Fiduciary 360.

Investments & Wealth Institute is the owner of the certification mark "CIMA®", the service marks "Certified Investment Management Analyst℠", "Investment Management Consultants Association℠",and "IMCA."

Michael began his financial services career with Rotan Mosle/PaineWebber and later with UBS, which acquired PaineWebber in 2000. He was with PaineWebber/UBS for over sixteen (16) years when he resigned in 2004 and founded MP Wealth Management Group LLC (Wealth Management Group) as an independent financial services practice that is a branch office of LPL Financial, the largest independent broker dealer in the country (as reported in Financial Planning magazine, June 1996-2018, based on total revenues).

Michael has earned the Accredited Investment Fiduciary Analyst™ (AIFA®) professional designation. The certification is administered by the Center for Fiduciary Studies, LLC (a Fiduciary 360 (fi360) company). Those holding the AIFA designation have advanced knowledge of fiduciary standards of care, their application to the investment management process and procedures for assessing conformance by third parties to fiduciary standards. He also completed the Personal Financial Planning Program at the University of Houston. Michael completed the ACCREDITED WEALTH MANAGEMENT ADVISOR℠ or AWMA® Professional Designation Program from the College for Financial Planning located in Denver, Co.

Degrees: Bachelor of Science in Technology, University of Houston and Associate of Arts, University of Houston - Downtown.

He holds the series 7, 24, 31, 63, 65, (AP) Associated Person registrations through LPL Financial as well as his Life/Health insurance license.

Michael has been married to his wife Frances for fifty one (51) years and they have three (3) grown children and four (4) grandchildren.

Michael served this great country for over thirty (30) years in the United States Navy and United States Naval Reserve retiring in 1997.

He is a member of Investments & Wealth Institute and a member of the Financial Services Institute.

Michael is a Life Member, University of Houston Alumni Association and a Life Member, U.S. Naval Institute.

The AIF® and AIFA® Trademarks are registered with the U.S. Patent and Trademark Office under the center for Fiduciary Studies, a division of Fiduciary 360

ACCREDITED WEALTH MANAGEMENT ADVISOR℠ and AWMA® are service marks of the College for Financial Planning.

Margaret is a strategic member of our team at Wealth Management Group. She is an integral part of our client services model. Her many years of experience in our industry is invaluable to insure excellent service and communication with our clients.

Margaret began her career in the financial services industry with Rotan Mosle/PaineWebber in1983. In 1993 she joined Lehman Brothers operations until the office closed in 1996 and rejoined PaineWebber as an assistant operations manager. In 2000, she moved to Tucson, Arizona and joined Wells Fargo Investments as a branch administrative manager. In 2004 she resigned and returned to Texas. In 2005 she joined M P Wealth Management Group LLC (Wealth Management Group) an independent financial services practice that is a branch office of LPL Financial, the largest independent broker dealer in the country (as reported in Financial Planning magazine, June 1996-2017, based on total revenues).

She holds the series 7 and series 66 registrations through LPL Financial.