Broker Check

Senior Partners LLC - Houston, TX

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Team

Noel R. Vincent

Managing Director

Noel R. Vincent is Managing Director of Senior Partners, LLC, a private wealth management firm in Houston, Texas.

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Jeffrey B. Owens

Director of Operations

Jeff Owens is Director of Operations for Senior Partners, and an Investment Adviser Representative. He runs the business, manages the staff, and is the chief problem solver for operational matters.

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Noah J. Vincent

Chief Financial Officer

Noah Vincent serves as Chief Financial Officer for the firm and it's Registered Investment Adviser, Houston Wealth Advisers, LLC. Noah is also a Partner and President of the firm's accounting affiliate, Vincent & Company, Ltd. He...

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Isaac Bahena is the firm's General Counsel and provides legal services to the firm's individual and business clients. He prepares trusts, wills, and other estate planning documents and provides guidance and services in probate and...

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Ann Cotten

Scheduling Coordinator

Ann Cotten is Operations Supervisor for Senior Partners. She is responsible for opening new accounts, transferring assets, and managing client services. Ann hails from El Paso, Texas.

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Melissa Dixon

Bookkeeper

Melisaa Dixon is the firm's newest member and serves as Bookkeeper.

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Lindsay K. Middlebrook

Administration & Compliance

Lindsay K. Middlebrook serves as the firm's Executive Administrator and Compliance Manager. She first joined the firm in 2005 in our Operations Department. She recently returned to the firm in this new capacity and is preparing to take...

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Sharon Morse

Operations

Sharon Morse has beeen with the firm for 2 years and has ready held several positions. She currently serves as an Operations Associate.

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Dax C. Vincent

Information Technology (IT) Manager

Dax Vincent is our Information Technology (IT) Manager. He first joined the firm in July 2004, as its first full-time employee, and he pioneered many of the current job positions here at Senior Partners.

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