What is a Trusted Advisor?
What is a Trusted Advisor?
How do you make smart choices about your money?
How do you make smart choices about your money?
How do you have a great life?
How do you have a great life?

Our Service Team

Steven Frueh Steven Frueh
Supervising Principal

(281) 444-2220


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Annette Latigue Annette Latigue
Registered Client Services Manager

(281) 444-2220


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Betty Massey Betty Massey
Client Services Assistant

(281) 444-2220


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Debbie Peacock Debbie Peacock
Chief Financial Officer

(281) 444-2220


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Gloria Portales Gloria Portales
Purchases & Transfers

(281) 444-2220


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John Mahoney John Mahoney, Attorney at Law
General Counsel

(281) 444-2220


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Sally Clark Sally Clark
Client Services

(281) 444-2220


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"In the grand scheme of things, money’s not that important. It’s significant only to the extent
that it allows you to enjoy what is important to you.” --Bill Bachrach, Values Based Financial Planning
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Advisory services offered through Cambridge Legacy Advisors, Inc., an SEC Registered Investment Advisor.
Securities offered through Cambridge Legacy Securities, L.L.C. Member FINRA/SIPC and MSRB registered. OSJ: 15660 N. Dallas Parkway, Suite 700, Dallas, TX 75248. Insurance services offered through Cambridge Legacy Agency Group, Inc.
This is not a solicitation or offer to sell securities in any states other than AZ, CA, CO, FL,
LA, MN, MO, NC, NJ, OK, SC, TN, TX, UT, VA, and VI
Compensation & Conflicts of Interest