Barrett Rouse, CFP
Prior to founding Pin Oak in 1989, Barrett worked as a financial analyst with a local investment advisor. He also worked as a management consultant with a large accounting firm. He is a Certified Financial Planner and a Registered Investment Advisor. He earned a BBA in Finance from The University of Texas at Austin in 1984 and an MBA from The University of Texas at Austin in 1986. Barrett has been named by Texas Monthly as a Five Star Wealth Manager and is a Qualified Kingdom Advisor. Barrett is also the founder and President of Stoney Creek Foundation, the supporting entity of Stoney Creek Ranch, a camp targeting inner city children of Houston.
Dan Estes, CFP
Prior to joining Pin Oak in 2010, Dan served as a Financial Consultant in Houston, TX. Providing individual financial services since 1994, his previous roles include Regional Sales Supervisor, Vice President and Branch Manager with large national firms. Dan co-hosted MoneySmart and High Noon, radio programs that aired in Houston and Dallas. He is a member of the West University Rotary and a graduate of Rice University with a BBA in Economics, Political Science, and Business. With a particular interest in the challenges faced by adolescents, he volunteers annually as a camp counselor in Dry Creek, LA and remains an active member of the Southside Church of Christ, contributing there as a song leader and bible class teacher.
Scott Pappas, CDFA®
Scott is a wealth advisor at Pin Oak Investment with 20+ years of experience helping high net-worth clients and families. He is also a former practicing attorney. His nearly two decades spent at large investment banks (Merrill Lynch, UBS, Morgan Stanley) combined with his legal background make him well-suited to oversee the many moving parts inherent in managing the accumulated wealth of families. Scott earned his Bachelor of Science degree in finance from the University of Nebraska and his juris doctorate from South Texas College of Law Houston. He enjoys spending time with his three children, martial arts, fitness and cooking.
Nathan Norman, CFP, CFA
Nathan comes to Pin Oak bringing extensive experience in asset valuation, economic research and portfolio analysis. He started his career as an analyst in the capital markets division of a large bank, running financial and risk analysis on a fixed income portfolio just under $500 million in size. Before coming to Pin Oak, Nathan spent several years in the role of Associate for a multi-billion dollar investment firm, building financial models used in the acquisition and development of large complex assets. During this time, he helped to secure nearly half a billion dollars in project financing, throughout the worst credit crisis since the Great Depression. In addition to graduating from Baylor University with a BBA in Finance and Real Estate, Nathan also holds the Chartered Financial Analyst (CFA®) designation and is an active member of the CFA Society of Houston.