Meet the Pin Oak Team

Barrett Rouse founded Pin Oak Investment Advisors over thirty years ago to support discerning families with wealth creation and preservation.  He continues to strategically guide the firm, its clients and partners, and he serves as the final decision maker on new fund assets.  Mr. Rouse began his career as a management consultant with a Big Four firm and is a Certified Financial Planner and Registered Investment Advisor.  Mr. Rouse has been named by Texas Monthly as a Five Star Wealth Manager and is a Qualified Kingdom Advisor.

In an effort to unify caring people with a deserving community, Mr. Rouse founded and actively serves as President of Stoney Creek Foundation.  Stoney Creek Foundation is the supporting entity of Stoney Creek Ranch, a camp targeting inner city children in Houston.

Mr. Rouse serves on the Wealth Management Center Board at the University of Texas at Austin, McCombs School of Business.  He earned both his Bachelor of Business Administration in Finance and his Master of Business Administration at the University of Texas, McCombs School of Business.

As Director of Alternative Investments for Pin Oak Investment Advisors, Nathan Norman brings nearly two decades of alternatives expertise to the firm’s growing portfolio of assets in the private investment space, while also providing strategic direction to the firm.  Mr. Norman’s breadth of experience stems from his tenure at a multi-billion dollar Texas real estate investment firm, where he was instrumental in executing over $800MM in real estate transactions and development.  With the beginnings of his career commencing as an analyst in the capital markets division for a large bank, his robust background parlays into a keen ability to source investments, oversee due diligence, negotiate term sheets and secure financing for Pin Oak.

Mr. Norman achieved the highest distinction in the investment management profession, Chartered Financial Analyst.  He earned his Bachelor of Business Administration in Finance and Real Estate at Baylor University.

Dan Estes, a Principal at Pin Oak Investment Advisors, also serves as the firm’s Chief Compliance Officer where he leads due diligence efforts and oversees regulatory compliance.  Prior to his tenure at Pin Oak, Mr. Estes served as Vice President with Charles Schwab.  His nearly 30 years of investment management experience combined with his background in the core principles of economics and statistics ideally positions him to interpret and communicate investment opportunities with his clients.

Mr. Estes serves on the board for LifeStream Charities, a non-profit organization with global reach facilitating access to the basic necessities of life.  Each summer, he volunteers as a on-site camp counselor helping teens navigate the challenges faced by adolescents and regularly participates as a song leader and bible study teacher with the Southside Church of Christ.

Mr. Estes earned his Bachelor of Arts in Mathematical Economic Analysis, Managerial Studies and Policy Studies at Rice University.

Scott Pappas is an investment and wealth advisor at Pin Oak Investment Advisors with 25+ years of experience advising high-net-worth families and clients.  He is also a former practicing attorney.  His insight into both the legal and wealth management disciplines make him uniquely suited to oversee the many moving parts inherent in managing the accumulated wealth of families.  His nearly two decades spent at large investment banks (Merrill Lynch, UBS, and Morgan Stanley) combined with the years in his current role at Pin Oak allow him to bring a wealth of knowledge and experience to the table.

Mr. Pappas is passionate in educating and assisting attorneys and wealthy families in better understanding the dynamics of creating and managing family offices to help sustain multi-generational wealth.  He has written and presented several Continuing Legal Education articles to the legal community, his most recent that addresses the many reasons why ultra-high-net-worth individuals and families can benefit from creating their own family office.

Mr. Pappas 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 is the proud father of three grown children and enjoys cooking, fitness and martial arts in his free time.