Our Team
Janet Anna
Janet is Branch Manager and Registered Principal of the Investments Division of Woodforest Financial Services (securities offered through Raymond James Financial Services). She has an MBA from the University of Oklahoma. Janet entered the financial services industry 10 years ago and earned her Certified Financial Planner™ designation in 2006. In addition to responsibility for her clients, Janet also maintains compliance supervision of the advisers and sales assistants.
Tommy Williams
Tommy is a veteran of the financial services industry, beginning his career as a life insurance agent in 1983. He is President of Woodforest Financial Services, Inc., Registered Principal and Branch Manager with Raymond James Financial Services. Tommy also serves the community as State Senator for Senate District 4, representing approximately 700,000 residents in six southeast Texas counties. Tommy has served as a Texas Legislator since 1997, first in the House of Representatives and the last 8 years in the Senate.
Fred Greene
An investment executive in the financial services industry since 1983, Fred has worked extensively with individuals and corporate clients. He is a 1995 graduate of the Securities Industry Institute, obtained his Portfolio Manager designation in 1995, earned his Certified Investment Management Analyst (CIMA™) designation in 2000 and was a Branch Manager for 14 years. Fred currently serves on FINRA's District 6 Business Committee, has been recognized for his excellence in the financial services industry and has been a Raymond James Leader's Council member since 2005. Contact Fred
For more information on the CIMA designation, click here
Marsha Williams
Marsha is Vice President of the Group Benefits Division for Woodforest Financial Services. Working with employers to offer the most cost effective medical, dental, life, disability and long term care insurance for employees, she represents all the major carriers for these products. She also assists individuals in obtaining the best plans to meet their life and health insurance needs. Marsha has earned the Charter Life Underwriter (CLU) and Registered Health Underwriter (RHU) designations and is a Registered Financial Representative with Raymond James Financial Services. Contact Marsha
Charlie Adams
Charlie has over 25 years of investment experience in the industry. He has earned his Series 4 Options license, his Registered Principal license as well as completing the Financial Planner Series with Raymond James Institute of Finance. Charlie offers his clients personal attention and long-term guidance through all market conditions.Contact Charlie
Bob Ogren
Bob has over 25 years experience as an attorney and financial advisor, and has lectured on Estate Planning, Retirement Planning, Charitable Gifting and Portfolio Construction at the Academy for Lifelong Learning at Lone Star College. Bob creates unbiased solutions for his clients with portfolios designed to best meet their personal goals.Contact Bob
Jerry Orebaugh
Jerry has 10 years of experience in analyzing and constructing comprehensive investment portfolios for his clients. Clients turn to Jerry for objective and informed recommendations based on the full understanding of their needs. He is an Accredited Asset Management Specialist, a Registered Investment Advisor Representative of Raymond James and holds a Managed Futures License.Contact Jerry
Paul Lancaster
Paul has been assisting clients with financial planning and insurance for more than 40 years since attending the US Air Force Academy and Wright State University. During much of that time he was responsible for training and assisting other advisors. He holds the ChFC, CLU, CRC, RPC, and AAMS designations. Paul is a full-service consultant who focuses on retirement and estate planning. Additionally, Paul and his wife Sherry are active members in the community where they have supported and filled major roles with their church, Kiwanis, The Woodlands, Swim Team, little league baseball, football, soccer, scouting, and other volunteer opportunities.Contact Paul
Bruce Callender
A graduate of Rice University with Bachelors and Masters Degrees in Chemical Engineering and Business, Bruce spent over 20 years in the refining and petrochemical industries. After a corporate merger, he chose to change his career focus and enter the financial services industry. For the past nine years, he has been helping clients in The Woodlands and around the world plan to achieve their financial goals. Bruce, Judy and their five children have lived in The Woodlands since 1991 and have been involved with numerous community organizations during this time.Contact Bruce
Our Team
