Charles Calderwood, CLU, ChFC

Charlie is an honor graduate of Tulane University. Upon entering the financial service business in New Orleans with The Equitable, Charlie gained honors both as an advisor working with business owners and professionals and was in addition made a sales manager at the age of 23.  In 1989, he was transferred to head the Southeast Texas Agency in Houston.

His Houston Agency grew to 40 Sales Associates and 15 Staff with an emphasis working with business owners, self-employeed professionals, and corporate executives. In 1997, he joined Phoenix as general manager of the Southwest Region to build the wealth advisory business in a pilot program. In 2003, Charlie joined New England Financial as the Managing Partner and Co-Owner of the Houston & San Antonio offices.

In 2010, he started his own wealth advisory organization. Charlie’s specialty is implementing financial strategies for Entrepreneurs, Corporate Business Owners, and Wealthy Individuals.

Stephanie Blakes, CFP®, MBA    

Stephanie is a graduate of Tulane University where she majored in Chemical Engineering and was named “Student of the Year”. She later earned an MBA from Northwestern University’s Kellogg Graduate School of Management and a Certified Financial Planner designation from Rice University.

She began her career as a Technical Sales Representative with Shell Chemical Company.  Later, after earning her MBA, she joined the investment banking division of Goldman Sachs. Stephanie transitioned from commercial to personal investment advisory and started her own Registered Investment Advisory firm specializing in investment management and financial planning.

Stephanie is a native of New Orleans and has lived in Houston for over 25 years.  She is married and has two college aged children.

Patrick Connelly, Sales Associate

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Patrick is a graduate of Spring Hill College, a Jesuit College located in Mobile, AL, where he majored in both Business Administration and Accounting.  Upon graduation, he started his career in Mobile, working in an accounting firm primarily focused on both personal and corporate tax returns.

In 2009, Patrick returned to Houston, holding both financial and accounting roles in the energy industry.

Patrick is a native Houstonian and a graduate of Strake Jesuit College Preparatory School.  He remains active in the school's alumni association. Patrick and his wife, Camille, are the proud parents of twin boys.  He enjoys playing golf, volunteering and especially spending time with his family.















*Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year, and is not based upon performance or returns experienced by any client, or opinions of the advisor’s clients or former clients. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results.