Griffin Rathgeb

Griffin brings a strong analytical foundation and hands-on experience in investment strategy, portfolio construction, and financial planning. He began his career at Merrill Lynch, where he built and managed client portfolios while developing a deep understanding of markets and advisory work.

He has since expanded his experience in advisory roles, contributing to managed brokerage models and supporting a large base of client households. Along the way, Griffin has strengthened his expertise in tax-aware planning and portfolio strategy to help clients make more informed financial decisions.

Griffin’s approach is both analytical and collaborative, focused on helping clients understand the “why” behind their plan. He works closely with individuals and families to build clear, practical strategies aligned with long-term goals.

A graduate of the University of Texas at Austin, Griffin stays active in the Houston community and enjoys spending time outdoors.