When you have a plan and a vision for your money, you’ll walk through life knowing you can overcome challenges and take advantage of opportunities. We provide guidance that is tailored just for you. And if your family grows, or you start a business, we want to be the first call you make when you need advice.
When you have a partner by your side, the journey to your financial highland isn’t as intimidating. Along the way you’ll learn, and look back and see how far you’ve come.
Your financial journey is much more than planning for retirement. It’s a process of starting, learning, and adapting as your life changes. Highland Wealth Partners understands that investing can be intimidating for many people. It’s like being at the bottom of a mountain and knowing you want to reach the top, but having no idea how to get there.
It’s our mission to be your guide. We’ll be right by your side every step of the way. When you have questions, you can pick up the phone and call us. If you want to talk things through in person, we’ll grab lunch. We are accessible and available to all of our clients because what you do with your finances impacts every part of your life.
We get to know our clients through an in-depth discovery process so we understand what you want to accomplish, whether you’re just starting out or approaching retirement.
We create a plan that encompasses all parts of your financial life and gives you a path to follow, to work towards your goals.
Our team is always looking for innovative investment ideas that fit your unique situation.
When we develop a financial plan, it’s connected to your goals and current situation. We want you to experience financial growth now and in the future.
We want to be there for you when you have questions or concerns. Our team focuses on being accessible to our clients.
Financial management is a long-term process. So, we want to have a long-term relationship with you and help you pursue your wealth goals.
President, Managing Director
Richard has 40 years of financial advising experience. His career began with an internship in the Finance Department of his alma mater, Stephen F. Austin State University. It was only supposed to last six months, but Richard fell in love with the work and stayed on with the department for two years.
Since then, he has worked as a financial advisor to individuals and institutions and worked at several firms, including A.G. Edwards, Bank of America, and Wells Fargo Advisors.
Richard has a passion for investment planning and loves getting to know his clients. He enjoys putting together a plan that helps them work towards their goals. Richard’s mission is to give each client a high level of personal service and comprehensive financial advice to pursue new heights in the financial journey. He manages assets for individuals, trusts, non-profit organizations, and businesses.
Richard is a devoted husband and father of three children and he has three grandchildren. He enjoys reading, hunting, fishing, and golf.
Wealth Consultant, Managing Partner
Jessica Boehm has spent her entire career in the financial advising industry. She started out working as a receptionist in her father’s investment planning firm. She soon became fascinated with investing and finding ways to grow clients’ wealth. Jessica knew she found her calling and joined the firm as a financial advisor while pursuing a degree in Economics at the University of Houston.
Six months into her advising career, the recession of 2008 began. Jessica credits this time as being the moment that taught her the importance of hands-on and dynamic financial advising. She loves helping clients pursue their goals and prides herself on being accessible, engaged, and committed to clients so they always feel confident.
Outside of the office, Jessica enjoys spending time with her family, including her son and two dogs. She loves to cook, practice yoga, watch football, and read. She’s also served as a foster home for rescued dogs at the Safe House Rescue and volunteered at the Texas Children's Hospital. Jessica currently holds several security registrations including Series 7, 63, and 65 through LPL Financial.
Director of Client Relations
Debbie’s career in the financial industry began at A.G. Edwards in 2000. Since then, she had the opportunity to learn and be exposed to various firms and advising structures, really enjoying her growth process. So much so that she eventually studied and passed the Series 7 and Series 66 exams, which completed the requirements to work as a Registered Assistant. In 2011, she was proudly awarded the Distinguished Service Award.
Debbie finds it very rewarding to help people, her favorite part of the job. Clients come to their advising firm in times of joy, such as a birth of a grandchild or retirement, and in times of sorrow, at the death of a parent or a spouse. She is grateful to help clients in these times, decoding the language and paperwork.
Debbie is the mom to two daughters, a Grandma of five exceptional grandchildren, and a great-grandma to two precious babies! Away from the office, she really enjoys cooking, jigsaw puzzles, camping, museums, and music.
Client Services Specialist
Cindy is a people person – there is nothing she loves more than to walk into a crowd of people and introduce herself and learn about others. She feels that we are here to help and support each other, and is excited to be in this position with Highland Wealth Partners which provides her that opportunity.
Cindy completed coursework towards Associate of Arts in Law, and has over 18 years of experience, in a support role, in the Oil and Gas industry. She was provided the opportunity to work in different divisions where she was able to learn and develop a variety of skills, and become certified in many courses offered there. Cindy’s experience has stretched her to not only better herself, but to stop and listen to others, to anticipate what they may need, and offer thoughts and solutions. She prides herself on being a team player and loves being a part of something new and exciting.
Cindy will tell you that she is blessed to be married to the love of her life for 37 years, with two wonderful adult children. She enjoys spending time with her family, which includes two dogs and one cat. Cindy loves to read, and recently became an avid listener of audiobooks and podcasts. She enjoys being outside and gardening, and especially looks forward to the holidays each year.
9595 Six Pines Drive, Suite 6310 The Woodlands, TX 77380
Phone (281) 602-3550
Fax (281) 602-3549