A holistic approach to managing your finances and achieving your personal goals.
Smart financial strategies to ensure your children’s education is well-funded.
Plans to protect against the financial impact of long-term care needs.
Comprehensive reviews of your current policies to ensure optimal coverage.
At HTR Wealth Management, we are more than just advisors—we are your partners in navigating life’s financial challenges.
Let us help you take control of your financial future with confidence. Contact us today to schedule a consultation and take the first step toward financial peace of mind.
Biography:
With over four decades of experience in the financial industry, H. Todd Roggen has built a distinguished career since starting in 1980. His expertise spans across retirement planning, wealth management, and tax strategies, offering clients tailored financial solutions that align with their unique goals.
Todd holds a BA in International Business and leverages his broad knowledge and certifications to guide individuals and families toward financial security. His dedication to client success, coupled with his in-depth industry knowledge, positions him as a trusted advisor in navigating the complexities of today’s financial landscape.
Beyond his professional life, Todd enjoys time with his family. He is married, has three daughters, and is the proud grandfather of seven.
Biography:
Patricia Alcidas brings a wealth of experience and expertise in customer relations and administration to her role as Business Operations Manager at HTR Wealth Management. With a Bachelor’s in Finance from Texas A&M Corpus Christi and a Certificate in Financial Planning from Pepperdine University, Patricia has a strong foundation in financial services. Since entering the industry in 2020, she has quickly distinguished herself, including being recognized as one of the Top 10 Bankers in her region during her time at BBVA.
In addition to her industry credentials, Patricia holds licenses in Texas Life and Health Insurance and is NMLS certified. Her commitment to excellence and client-focused approach ensures the seamless operation of HTR Wealth Management, enhancing both internal processes and client experiences.
Outside of work, Patricia enjoys practicing yoga, crocheting, and exploring new restaurants, combining her passion for wellness and creativity.
Biography:
Arthur W. Brand is a highly experienced Senior Financial Advisor, specializing in wealth management and serving as a Certified Special Needs Advisor (CSNA). He began his financial career in 2004, bringing decades of expertise to help clients navigate the complexities of financial planning. With licenses in Series 7 and Series 66, Arthur is also licensed to provide insurance in both Texas and California.
Arthur holds a Bachelor of Science in Communications from the University of Texas at Austin, graduating in 1979. His academic background, combined with his extensive industry experience, allows him to offer tailored financial strategies that align with each client’s unique goals.
Arthur’s achievements extend beyond the financial realm, as he takes immense pride in his family, especially his four grandchildren who are active in sports year-round. Married for 42 years, Arthur and his wife Nancy are native Houstonians who are deeply involved in their community through philanthropy. They find great joy in giving back and making a difference through their charitable work.
When he’s not working with clients or spending time with family, Arthur enjoys hitting the golf course and continuing his philanthropic efforts.