Our Team
We believe it is important for you to know who we are and what we stand for. At The Price Group, we are passionate about providing fiduciary-centric advice. Our experienced and dedicated team comes to work every day to serve our clients with care, competence and compassion.
57+
Combined Years
of Experience
83%
Of Our Clients
Are Retiredas of 12/31/23
$775M+
Assets Under Management as of 8/31/24
320
Number of
Client Familiesas of 12/31/23
CFP®
3 Team Members Hold This Designation
CIMA®
2 Team Members Hold This Designation
6
Team Members Focused On YOUR Retirement
- Education & Background
- Professional Designations
- Awards & Recognition
- Personal Life
Randy specializes in comprehensive wealth management planning with a focus on retirement planning. Randy has over 40 years of experience addressing the unique needs of high-net-worth individuals. Randy earned a bachelor’s degree in business and his Master of Business Administration degree from the University of Tennessee, Knoxville in 1980. He began his career in Houston in 1981 with a local trust company. As a financial advisor, he provided detailed financial advice to high-net-worth individuals, retirees, and closely held business owners. Later, as a portfolio manager, Randy managed the investment portfolios of the trust company clients. Randy expanded on these experiences with his move in 1987 to develop his own financial planning and investment practice.
Randy holds several professional designations and licenses. After completing the College of Financial Planning required coursework, Randy received his CERTIFIED FINANCIAL PLANNER™ certificate in 1985. The multi-year CFP® program entails in-depth courses, training, and comprehensive examinations in all areas of financial planning including investments, taxes, insurance, estate, and retirement planning. Later in 1991, he was awarded the professional designation of Certified Investment Management Analyst (CIMA®) after completion of the Wharton School of Business Investment Management Analyst program.
Randy was named to the Forbes/SHOOK Best-In-State Top Wealth Advisor List in the U.S in 2024, 2023, 2022, 2021, 2020 and 2018. He was also recognized by Barron’s Magazine as one of the nation's “Top 1,200 Financial Advisors” in 2014, 2015, 2016, 2017 and 2018.
Originally from Johnson City, Tennessee, Randy and wife, Lindy, have lived in Houston since 1980 and have five children: Matt, Jeff, and triplets, Peyton, Preston, and Hannah. When away from the office, he enjoys exercising, playing golf, coaching children’s sports, and spending time with his family. Randy sits on the Board of Directors of the Houston Area Pastor Council (HAPC) and is also an active member and a Deacon at Second Baptist Church.
- Education & Background
- Professional Designations
- Awards & Recognition
- Personal Life
Matt graduated from the University of Tennessee with a Bachelor of Science degree in Finance. He began his career by gaining experience at Scotia Capital and Amegy Bank of Texas. Despite his baby face, Matt has 12+ years of experience helping families plan for and walk through the complexities of retirement.
Matt received his CERTIFIED FINANCIAL PLANNER™ certificate in 2012. The multi-year CFP® program entails in-depth courses, training, and comprehensive examinations in all areas of financial planning including investments, taxes, insurance, estate, and retirement planning.
In 2014, Matt was awarded the professional designation of Certified Investment Management Analyst (CIMA®) from The University of Pennsylvania – Wharton School of Business. The multi-year CIMA® program teaches professionals to integrate a complex body of investment knowledge, ethically contributing to prudent investment decisions by providing objective advice and guidance to individual investors and institutional investors. At the time, Matt one of the youngest professionals in the industry to hold both the CFP® and CIMA® designations.
In 2024, Matt was named by AdvisorHub as one of America's "250 Advisors To Watch (Under $1B)". Matt ranked #154 on their list.
In 2023 and 2024, Matt was named as a Best-In-State Next-Gen Wealth Advisor in the state of Texas by Forbes/Shook Research. There were over 42,000 nominations for this award and this honor reflects Matt’s continued commitment to put the needs of his clients first.
Matt and his wife, Emily, have four children, Hallie, Harper, Lawson, and Harrison. They are active partners at Grace Bible Church and are involved with the ministries of YoungLife and Houston Pregnancy Center. Matt is also passionate about discipling younger men in his church. In his free time, Matt can be found on the golf course or planning his next golf trip.
- Education & Background
- Professional Designations
- Personal Life
Matthew, or “Matty” as he is known by his family, friends and clients, is a Partner and Wealth Manager at Steward Partners Global Advisory. Matty helps oversee client relationships, facilitates the creation and implementation of clients’ Live Well Plans, and as a member of our investment committee, assists with our research and analytics efforts. He currently holds his Series 7 and 66 licenses.
Prior to joining Steward Partners, Matthew spent six years at a boutique private equity firm where he gained experience as a project manager, financial analyst and investor relations specialist. He is a graduate University of Texas at Austin where he earned a BBA in Business Honors and a Master in Professional Accounting degree.
Matthew received his CERTIFIED FINANCIAL PLANNER™ certification in 2022, having completed the required coursework at Rice University and passing the CFP® Exam. The multi-year CFP® program entails in-depth courses, training, and comprehensive examinations in all areas of financial planning including investments, taxes, insurance, estate, and retirement planning.
Matthew and his wife, Sarah, currently live in Houston with their children, Charlie and Katherine. They are actively involved in their church, Seven Mile Road Houston. In his free time, Matthew loves to spend time with his family, play golf, discover good music, and explore the country’s best national parks.
Tiffany has worked in the financial services industry since 1992 and joined The Price Group in 2005. Her focus is on client and account management. She specializes in the procedures needed to provide the high quality of service clients expect and deserve from The Price Group.
Tiffany is a native-born Texan and currently holds a series 7 and 63 securities license. Tiffany and her husband Ron currently live in Houston with their two children, Justin and Madison. Tiffany enjoys scrapbooking, camping, cooking, and watching her children participate in youth sports.
Melissa has worked in the financial services industry for over 30 years. Her professional roles include Operations Manager, Senior Registered Sales Assistant and primary trader both equities and fixed income discretionary platforms. Melissa’s top priority has always been client relationships and exceptional service. She holds her series 7 and 63 licenses. Melissa is married to Findley Hamner and they are the parents of one son, Thomas Hamner.
Preston joined the Price Group in April 2024. He graduated from Baylor University with a Bachelor of Science degree in Finance. Preston began his career, in Waco, TX, working as a Credit Analyst for American Bank. He is currently studying for his Series 7 and 66 licenses. Preston and his wife Elizabeth currently live in Houston. In his free time, Preston loves to spend time with family, listen to 60’s and 70’s music, and travel.