Our Services
Our devoted staff has over 80 years of combined experience working with clients in the financial services industry. We seek to assist our clients in determining their financial goals, setting realistic expectations, and implementing a judicious investment strategy. Most importantly, you can be assured that we will always keep our clients’ best interests at heart.
Steven Wirick 713-962-6159 Click here to email Steven
Steven has more than 30 years of experience as a financial advisor. He specialized in serving clients of higher education institutions prior to founding Wirick Asset Management in 2008. His current areas of specialization include 401(k), individual, and higher education retirement plans.
Steven currently holds FINRA Series 6, 63, and 65 securities licenses, as well as life insurance licenses. He is a member of the Fort Bend and Galveston Chambers of Commerce.
Barbara Davis Wirick 713-501-5985 Click here to email Barbara
Barbara brings over 24 years of financial industry experience to Wirick Asset Management. Before joining Wirick Asset Management in 2012, Barbara specialized in serving clients of higher education institutions. She currently concentrates on providing retirement and financial planning, primarily to employees of post-secondary education institutions.
Barbara has an associate’s degree from Kellogg Community College in Battle Creek, Michigan. She currently holds FINRA Series 6, 7, 63, and 65 securities licenses, as well as life insurance licenses. She is a member of the Fort Bend and Galveston Chambers of Commerce.
Brenda Munoz 713-569-7329 Click here to email Brenda
Brenda joined Wirick Asset Management in 2012 and has over 26 years of experience in the financial services industry. She specializes in retirement and financial planning, primarily to employees of nonprofit and K-12 organizations.
Brenda received a bachelor’s degree from Louisiana State University. She currently holds FINRA Series 6, 7, 63, and 65 licenses, as well as life insurance licenses. She is a member of the Fort Bend Chamber of Commerce.
Brenda is an active member of St. Laurence Catholic Church and their parish ministry, the Catholic Daughters of the Americas, Court St. Laurence. She volunteers her time servicing and fundraising for various nonprofits throughout the community.
Check the background of investment professionals on FINRA’s BrokerCheck.
This communication is strictly intended for individuals residing in the states of AL, IN, LA, MI, NC, ND, OK & TX. No offers may be made or accepted from any resident outside the specific states referenced.
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Wirick Asset Management are not affiliated. Diversification and asset allocation strategies do not assure profit or protect against loss.
Cambridge’s Form CRS (Customer Relationship Summary)
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