Decades of experience. We’re passionate about delivering exceptional service as we help you navigate life’s financial waters—steering your wealth with care and purpose to preserve and grow what you’ve worked hard to build. Get to know the people behind the planning.
Anchoring your finances with strategic guidance, tailored planning, and reliable solutions, our approach is designed to provide lasting stability, protect against uncertainty, and support your long-term financial goals.
Stephen M. Jackson is a Financial Advisor with 35 years of experience. He serves a diverse clientele and concentrates his efforts in customizing investment strategies to support his clients’ financial goals.
Stephen’s path as a financial advisor started with the managing of family assets. He has experience and knowledge in a wide range of investments and markets. He has advised clients in areas from speculative and hedge futures trading to strategies to accumulate wealth and provide retirement income.
Stephen has an investment philosophy of making investment decisions based on opportunity and realizing that markets by their own nature are unpredictable.
Stephen is a graduate of Texas A&M University with a Bachelor of Science in Civil Engineering and received his Master of Science in Financial Analysis from the University of Phoenix, College for Financial Planning. He has been happily married for 35 years. He and his wife Monica grew up in the Clear Lake area and now call League City their home.
Michael P. Garcia is a bilingual Financial Advisor with over 30 years of experience. Michael serves clients of all backgrounds and values deep client relationships built from clear and simple communication.
Michael specializes in collaborating with clients who are preparing for retirement or have already retired and are faced with new risks associated with this phase in their lives.
Michael is a graduate of Stephen F. Austin State University. He has lived in the Southeast Houston/Bay Area his entire life with deep seeded family roots in the community. He has been happily married to his wife Amber for 29 years.
Mike holds both the Chartered Financial Analyst® and Certified Financial Planner® credentials. After a prior career in software engineering, Mike joined ViaQuest Financial Group in 2017. He has managed portfolios with a wide variety of asset levels and risk tolerances, and his financial plans incorporate more than just retirement planning; they also include aspects of strategic tax planning, estate planning, and more.
Mike strives to make sure that each client is comfortably invested in the long term, even, and especially, in times of market volatility. He uses a comprehensive approach encompassing each client’s particular blend of income sources (e.g., wages, pensions, social security, etc.) and investment accounts (e.g., 401(k)s, IRAs, brokerage accounts), as well as other assets like annuities, rental property and small businesses.
Mike enjoys helping clients manage their life transitions, such as entering retirement, changing jobs, sending a child to college, or receiving an inheritance. He appreciates the challenges of working within each client’s unique circumstances and helping them realize their goals and wishes.
On a personal note, Mike is married and has three teenage children. He has been a volunteer robotics coach and chess club dad at his kids’ schools. As they now look toward college, he is seeking new ways to give back to the community. Mike is also an avid sailor, having sailed over 16,000 nautical miles in his younger days, including voyages to Hawaii, the Caribbean, and the Panama Canal.
Keith Jackson is a 20 plus year veteran in the financial and insurance industry and concentrates on the day-to-day operation of the office by providing a wide range of support to our advisors, processing new accounts, assisting with compliance, and aiding clients execute their administrative needs.
Brent A. Worthington has been in the financial services since 2003 and dedicates his time to helping retirees and pre-retirees provide security and peace of mind in retirement, with a focus on wealth protection and safe money strategies.
Brent ensures that his clients receive personalized strategies that align with their values and aspirations. He works closely with his clients to provide a well-rounded financial plan, helping clients navigate income, investments, and wealth preservation with confidence. Brent understands the financial environment is ever evolving and is continuously upgrading software and technology to ensure organization and optimal allocation decisions. Brent is committed to treating you like family and protecting your hard-earned assets as he would his own, stressing the importance of financial security and safety.
Brent is a graduate of the University of West Florida, where he met his wife, Paige. Brent is a devoted family man. He and Paige have been married for 22 years and share a fulfilling life with their three boys—Colvin, Briggs, and Ryder, who all three currently play football at various levels: NCAA, High School Varsity and flagger level.
Casey Thomas started her journey at ViaQuest Financial twelve years ago and she has become an integral part of the firm providing administrative support to the office, from scheduling to data entry. She is the friendly face that greets you when you walk through the front door.
Casey enjoys long walks on the beach with her husband, Josh, and a good margarita.
