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Meet our Transitions Financial Team

Howard Rubin

Howard Jay Rubin, CFP, CEFT, RICP, CLU

Executive Senior Partner, Financial Planner

213-434-1982

Minna Whitcher

Minna Whitcher

Client Service Associate

714-600-3932

Sammy Salek, CFP®, AWMA®

Sammy Salek, CFP®, AWMA®

Director of Asset Management, Financial Planner

713-417-0086

832-663-6055

John W. Wheeler, Jr.

John W. Wheeler, Jr. CFP®, CLU, ChFC, CRPC, LUTCF, LACP, CLTC

Financial Advisor

832-482-9684

832-663-6055

Todd Mackler, AAMS®

Todd Mackler, AAMS®

Executive Senior Partner, Financial Advisor

321-341-0099

832-663-6055

James Starnes

James Starnes

President & CEO Totus Wealth Management, Registered Principal

832-220-9171

832-663-6055

Sandra Diaz

Sandra Diaz

Registered Principal

832-592-0005

832-663-6055

Sharon Agosto

Sharon Agosto

Operations Manager

239-232-0967

Partnerships That Empower Your Journey

Advanced Planning Team

Our team of accomplished professionals can guide you to specialist offering legal and tax expertise

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Financial Plan Design Team

Partner with specialists to design a tailored financial strategy that adapts to life’s changes and looks to your future. 

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Investment Management Team

Our team offers insightful and clear guidance to help you understand how the market and geopolitical conditions may affect portfolios.

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