About Haber Wealth Management

Our CEO and Founder of Haber Wealth Management (HWM). Tricia is also a Wealth Advisor at HWM, bringing more than 30 years of experience helping individuals and families navigate complex financial decisions with clarity and confidence. She specializes in retirement planning, income strategies, and guiding clients through major life transitions, with a focus on physicians, business owners, and women.

Known for her relationship-driven approach, Tricia blends thoughtful strategy with genuine care—helping clients feel supported and confident in their financial future. She holds her Series 7 and 66 licenses, Behavioral Financial Advisor (BFA) designation, Medicare Certification, and is a licensed Texas Life and Health Insurance Agent.

Tricia is passionate about giving back and has served in leadership roles with organizations including the Ronald McDonald House, The Parenting Center, Samaritan House, and the Aledo Education Foundation. She currently serves on the Cameron ISD Scholarship Foundation board and as President of Osaic’s Women’s Advisory Board.

Outside of work, Tricia enjoys time with her husband, Brett, her sons Adam and Corbin, and her daughter-in-law Kadie—continuing to build both a family legacy and a business rooted in care, trust, and lasting relationships.

Adam serves as the President and a Wealth Advisor at Haber Wealth Management, where he oversees day-to-day operations and helps deliver personalized financial strategies and a high level of service to clients. Since joining the firm in 2021, he has played a key role in supporting client relationships and overseeing Long-Term Care and Life Insurance planning.

Adam holds a degree in Agribusiness from West Texas A&M University and maintains his Series 7 and 66 licenses, SIE, Behavioral Financial Advisor (BFA) designation, and Texas Life and Health Insurance license. He is currently pursuing his CFP® certification as part of his continued commitment to growth.

Active in the Cameron community, Adam is involved with the Chamber of Commerce and volunteers with local FFA and 4-H programs. Outside of work, he enjoys giving back and supporting the next generation.

Vice President and Wealth Advisor at Haber Wealth Management, bringing over 35 years of experience in the financial services industry. She is passionate about helping clients turn complex financial decisions into clear, achievable plans that support their long-term goals.

Known for her thoughtful and client-centered approach, Helen takes the time to truly listen and understand what matters most to each client, guiding them with care, experience, and a steady hand. She holds the Financial Services Specialist (FSS) designation, along with her Series 6, 63, 65, and 7 FINRA registrations, and has extensive experience across investment, retirement, and insurance planning.

A lifelong resident of Conroe, Texas, Helen is deeply involved in her community and enjoys spending time with her husband, children, and four grandchildren—especially outdoors.

Clayton is an Advisor Support Associate at Haber Wealth Management in Cameron, Texas, where he plays a key role in supporting both clients and advisors. He is dedicated to making each client experience smooth, efficient, and positive.

Clayton earned his bachelor’s degree in Agricultural Economics from Texas A&M University and holds a Texas Life and Health Insurance License. He is passionate about continuing to grow in the financial industry and is committed to furthering his education in the years ahead.

Outside of work, Clayton enjoys spending time outdoors—whether tailgating at an Aggie game, fishing, golfing, or working on his family ranch—and values the opportunity to stay connected to his community in Milam County.

Sean is an  Advisor Support Assistant at Haber Wealth Management, where he supports clients and advisors with a focus on providing a smooth and positive experience. He is known for his reliability, strong work ethic, and commitment to
continued growth in the financial industry.

A graduate of Tarleton State University with a degree in Animal Science and a concentration in Business, Sean is actively expanding his financial knowledge and plans to pursue industry licensing. His background in customer service, combined with balancing full-time studies, has shaped his disciplined and client-first approach.

Outside of work, Sean enjoys fly fishing, camping, rodeo, and spending time with his Australian Shepherd, Rope. He also stays involved in his community through volunteering with high school rodeo and in Parker County.

Our Director of Operations at Haber Wealth Management has over nine years of banking experience and a strong background in leadership, training, and client service. She plays a key role in overseeing daily operations while ensuring every client feels genuinely cared for through a thoughtful and personalized experience.

Known for her attention to detail and warm approach, Arami is passionate about creating a welcoming environment and supporting clients through every step of their financial journey. She holds a Texas Life and Health Insurance license and Medicare Certification and is currently pursuing her Securities Industry Essentials (SIE) exam.

Outside of work, Arami enjoys her annual trips to Disney World and is always happy to share her favorite characters and experiences.

A Client Operations Assistant at Haber Wealth Management, where she supports clients and advisors with account opening, money movement, and day-to-day account management. She is passionate about helping clients feel confident and informed, especially in financial literacy.

Though new to the financial industry, Madison brings several years of experience in customer service, recruiting, and account management. She is known for her kindness, attention to detail, and ability to build strong relationships, always striving to make each client interaction positive and seamless.

Originally from Auburn, Alabama, Madison now lives in Cameron, Texas. Outside of work, she enjoys spending time with her family, staying active, and connecting with others through shared experiences and stories.

A Client Operations Assistant at Haber Wealth Management with over 11 years of experience in financial services. He works closely with clients and advisors to provide accurate, timely support, helping ensure a smooth and confident planning experience.

With a background that includes roles at Fidelity Investments, TD Ameritrade, Wells Fargo, and Pershing, Paul brings strong industry knowledge and a practical, client-first approach. He specializes in account management, asset movement, and client service, and is known for building steady, trusted relationships.

Originally from Yorktown Heights, New York, Paul now lives in Burleson, Texas. Outside of work, he enjoys practicing and teaching martial arts, watching basketball, and trying out new recipes.

A Client Operations Assistant at Haber Wealth Management, she supports clients and advisors with day-to-day account management, including account opening and money movement. She is passionate about delivering high-quality service and takes pride in helping every client feel supported, informed, and confident throughout their financial journey.

With over 26 years of experience in financial services, insurance, customer service, and client operations, she is known for her attention to detail, approachable communication style, and ability to simplify complex processes while building strong, lasting relationships. She holds a Texas Life and Health Insurance license and is currently pursuing her Medicare Certification.

Originally from Austin, Texas, she enjoys reading, spending time with family, attending concerts, weekend road trips, and serving her community. She is also a proud member of Rho Sigma Alpha Sorority, Inc.

Kenan, a returning intern at Haber Wealth Management Group, supports the firm’s team in Cameron and Conroe, Texas, while gaining hands-on experience in the financial planning profession. She assists  with client meetings, projects, and day-to-day operations, helping contribute to a smooth and welcoming client experience.

Originally from Cameron, Kenan comes from a strong agricultural background that shaped her work ethic, values, and passion for serving others. She is an incoming sophomore at Texas A&M University studying Financial Planning within the College of Agriculture and Life Sciences. Through her education and experience at the firm, she is continuing to build a strong foundation in financial planning and client service.

Outside of work and school, Kenan enjoys spending time with family and friends, staying involved on campus, and continuing to grow both personally and professionally

Our Vice President of Client Experience at Haber Wealth Management brings a unique blend of leadership, organization, and genuine care to everything she does. Since joining the firm in 2016, she has played an integral role in supporting both clients and the team, helping create a positive and seamless experience.

With more than 20 years of experience across education, corporate roles, and entrepreneurship, Karin’s background includes teaching, leadership in PTAs and school boards, and roles in marketing, training, and event planning. She also successfully owned and operated a candle-making business, with products featured in major retail stores.

Known for her compassionate nature and strong attention to detail, Karin is dedicated to serving others and building meaningful connections. She is licensed as a Texas Life and Health Insurance Agent and holds Medicare Certification.

Our at Haber Wealth Management oversees the Cameron office and helps ensure everything runs smoothly for both clients and the team. From assisting staff to coordinating account setup, money movement, and client service needs, she plays a key role in delivering a seamless client experience.

Teresa is known for her reliability, responsiveness, and genuine care for the people she serves. She takes pride in being available, communicative, and approachable, helping clients feel heard, supported, and confident in their financial journey.

Originally from Belton, Texas, Teresa now lives in Cameron, where she values the close-knit community and strong relationships she builds both in and outside the office. In her free time, she enjoys spending time with her husband and diving into true crime and mystery stories.

Teresa is not registered with OSAIC.

LaJuana is a Client ExperienceAssistant at Haber Wealth Management, bringing over 30 years of experience in the financial industry. She supports clients and advisors with paperwork, scheduling, and meeting preparation, helping ensure everything runs smoothly and efficiently.

LaJuana is known for her reliability and follow-through, taking ownership of each task to make sure client needs are handled quickly and with care. Her background includes a long career with Wells Fargo Bank, where she served as a Branch Manager for many years, building a strong foundation in client service.

Having lived in Montgomery County for decades, LaJuana values the relationships she builds with clients and enjoys getting to know their families and stories. Outside of work, she enjoys spending time with her family, creating scrapbooks, and planning trips—especially to Disney World.

Our Chief Operating Officer at Haber Wealth Management, bringing over 25 years of experience helping individuals, families, and businesses make confident financial decisions. He supports advisors and clients by helping ensure a smooth, organized planning experience, including assisting with estate planning and complex financial situations.

Known for his relationship-driven approach, Mike is passionate about helping others and contributing to a team focused on delivering exceptional client service. His background spans banking, credit unions, and trust services, giving him a broad perspective and the ability to guide clients with clarity and care.

Raised in a military family, Mike has lived around the world and now calls Las Vegas home. Outside of work, he enjoys traveling, spending time with family, and getting out on the golf course whenever he can.

Kadie is our Chief Administrative Officer at Haber Wealth Management Group supports the firm’s growth while helping ensure a seamless experience for clients. She is passionate about building meaningful relationships and helping individuals and families feel confident and organized in their financial lives.

A proud West Texas A&M University graduate, Kadie holds her SIE certification and a Texas insurance license and is committed to continuing her professional development. Before joining the firm, she spent five years as a veterinary technician while attending college, shaping her strong work ethic and attention to detail.

Outside of work, Kadie enjoys time with her husband and their four dogs, as well as hiking, working on home projects, and spending time at the family ranch.

Our Marketing & Event Coordinator at Haber Wealth Management, brings over 15 years of experience in communications, client engagement, program coordination, and administrative leadership. She leads the firm's marketing initiatives, social media presence, client communications, and event planning, helping create meaningful experiences that strengthen relationships and support the firm's continued growth.

Known for her creativity, organization, and relationship-focused approach, Courtney is passionate about connecting with clients and delivering exceptional service through every interaction. She also holds a Texas Life & Health Insurance License.

Outside of work, Courtney enjoys spending time with family, gardening, supporting youth athletics, traveling, and creating content that inspires and informs others.

Jeremy is the Graphic Design Specialist at Haber Wealth Management guiding the firm’s visual brand across both print and digital platforms. With more than 15 years of design experience, he ensures every client touchpoint reflects the clarity, professionalism, and thoughtful detail the team is known for.

Working closely with the team, Jeremy transforms complex financial ideas into clean, approachable visuals—from print materials to digital content. He believes great design is about more than aesthetics; it’s about creating consistency, building trust, and delivering a cohesive brand experience.

DJ is a Marketing Intern at Haber Wealth Management, spending her time contributing to the firm's social media presence, event planning, video and photo content, and day-to-day marketing efforts. She brings curiosity and a strong eye for detail to every project she takes on.

She is currently a junior at TCU's Neeley School of Business, double majoring in Business Information Systems and Supply Chain Management. At TCU, DJ is a member of Neeley Fellows, a business honors program, and remains deeply involved on campus during the school year serving in a leadership role within TCU's housing department. Outside of the office, DJ is a dedicated volunteer with animal shelters, a fiction reader, and a traveler at heart. Having grown up outside the United States, she brings a global perspective and a genuine excitement for connecting with people.

Our Chief Morale Officer at Haber Wealth Management and one of the most beloved members of the Haber Wealth Management team. As a Certified Good Boy (C.G.B.), he specializes in bringing joy to the office and helping create a welcoming, comfortable environment for clients.

Whether greeting visitors with a wagging tail or relaxing nearby during meetings, Oakley plays an important role in making every experience feel a little more personal. Outside of work, he enjoys time on the family ranch, belly rubs, and the occasional well-earned treat.