Our Founder’s Story

A Firm Built with Purpose

It started with a conversation about the importance of legacy. After more than a decade growing firms we respected, we began imagining something of our own. A firm that reflected our values, gave us space to lead with clarity, and served clients in a way that felt more personal, grounded, and lasting.

We had each spent over a decade in the industry, building practices and guiding clients. That experience shaped us as financial professionals and individuals. It made clear we were ready for the next chapter, one we could shape ourselves.

Our connection formed over time through shared work, mutual respect, and common vision for the future of the profession. Joe and Scott first met early in their careers, often in the same rooms at national conferences and advanced training events, while Bobbie was a key voice in firm development across the country, shaping systems, client experiences, and operational strategy. What began as professional overlap evolved into deep alignment around long-term planning, meaningful relationships, and leading with clarity. That shared vision became the foundation of Serae.

We set out to build something quietly different, boutique by design, relationship led, and crafted to support lives in motion. Our goal was to redefine wealth management, serving not just as fiduciaries, but as long-term partners helping clients live with clarity and purpose.

That vision took root in The Woodlands, a place that reflects both who we are at this life stage: early in our marriages, building families, and intentionally choosing where to plant roots. For Bobbie, returning home to be near her grandfather made the decision personal. For all of us, The Woodlands felt like the right place to invest deeply, as wealth managers, parents, and community members.

Serae was built to last. It’s the firm we wished existed when we were starting out in this field. Shaped by experience. Grounded in trust. This is the work we are proud to do. Built for the clients we serve and the lives we are building, together.