Bruce H. Angel, CRPC - Managing Partner
Bruce H. Angel, CRPC is a Managing Partner with Old Course Investment Partners, LLC. As a Chartered Retirement Planning Counselor, he spends much of his time assisting clients and investors with preparing for retirement, as well as other financial goals. Bruce utilizes his own personal experience transitioning from a 20 year career as a small business owner to a LPL Financial Advisor in guiding clients with their own life changes.
Bruce and his wife, Angie, are residents of the Memorial area and are active members of Second Baptist Church. Bruce and Angie enjoy spending time with daughter and son-in-law, Sonya and Kevin, and especially their grandson, Andrew.
Bruce Angel can be reached directly at 713-300-9802 or via Email at email@example.com.
Diandra Cosby - Client Associate
Diandra Cosby is a Client Associate with Old Course Investment Partners, LLC.
Formerly with Merrill Lynch, Diandra assists clients with all administrative inquires such as overseeing the account opening process, account maintenance, fund transfer requests, income distribution, event planning and is highly involved with marketing plans and client service initiatives for Advisors.
She has completed professional designations of Specialist, Associate and Bachelor degrees within the LPL Financial AdminU program. Diandra is also an integral part of the Financial Advisor transition team providing support to new members of the Old Course team.
Diandra likes outdoor activities, dance, music and spending time with her two children.
Diandra Cosby can reached directly at 713-300-9800 or via Email at firstname.lastname@example.org.
Brian Dluzniewski - Managing Partner
Brian Dluzniewski, a Managing Partner of Old Course Investment Partners, LLC., helps to lead a team of seasoned LPL Financial Advisors and industry experienced staff. A well-respected LPL financial advisor in Houston, TX, he has been in the financial industry since 1993, and is experienced in working with clients toward securing their retirement and financial future. Brian has earned the designation of Chartered Retirement Planning Counselor.
Brian is a family man who resides in Clear Lake with his wife, Karen, of 21 years and their two children, Nicole (16) and Eric (14). In his spare time he can be found coaching select baseball, youth soccer and watching his daughter, who is on the Clear Lake High School Cheer Team. Brian has two business degrees from Texas A&M University and was also a local graduate of St. Thomas High School.
Brian Dluzniewski can be reached directly at 713-300-9808 or via Email at email@example.com. Also, connect with Brian on LinkedIn.
Blaine S. Douglas, CIMA - Managing Partner
Blaine S. Douglas, CIMA is a Managing Partner with Old Course Investment Partners, LLC. Blaine earned the respected Certified Investment Management AnalystSM designation in the Fall of 2008. For over a decade, he has focused on educating investors, providing conservative financial guidance and tailoring portfolios to the specific needs of his clients.
Blaine, his wife Trisha, son Stratton and daughter Kerrington, are residents of Shadow Creek Ranch in Pearland, TX. He enjoys cycling and has even cofounded a cycling team that supports local charities throughout the year riding in various events across the state including the BP MS150 from Houston to Austin.
Blaine Douglas can be reached directly at 713-300-9803 or via Email at firstname.lastname@example.org. Blaine can also be found on Facebook and LinkedIn.
Jay Frankel - Managing Partner
Jay Frankel is a Managing Partner of Old Course Investment Partners. He is a LPL Financial Advisor, having previously worked for Merrill Lynch in Houston for over 17 years. Prior to his tenure at Merrill Lynch he worked as an oil and gas attorney for both public and privately held oil and gas producers. Jay's approach to investing incorporates his client's risk tolerance with their investment goals to arrive at the proper asset allocation.
Jay is a native of Fort Worth. He earned his B.A. degree from Oklahoma University and a J.D. degree from St. Mary's University in San Antonio. He holds Series 7 and 63 registrations through LPL Financial as well as a life/health insurance license.
Jay Frankel can be reached directly at 713-300-9818 or via Email at email@example.com.
Emory Guest, CFP® - CERTIFIED FINANCIAL PLANNER™ practitioner
Emory Guest is the President of Cinco Ranch Financial and works in partnership with Old Course Investment Partners, LLC. For more information about Cinco Ranch Financial please visit www.cincoranchfinancial.com.
Emory Guest can be reached directly at 281-693-2222 or via Email at firstname.lastname@example.org.
Elsie Hernandez- Senior Wealth Strategist
Elsie Hernandez is a Senior Wealth Strategist with Old Course Investment Partners, LLC. With over two decades of industry experience within the world's largest banks and brokerage firms, Elsie brings a vast working knowledge of investing to each individual she works with. Her primary goal when working with investors is to provide them with financial confidence, allowing them to devote their time and talent to what they are most passionate about. When advising a client, Elsie always takes their personal principles into consideration, as well as every facet of their financial situation.
Her dedication to guiding investors, coupled with her devotion to values and integrity have enabled Elsie to establish meaningful relationships within her community. Over the last 20 years, Elsie has formed lasting bonds with the clients she works with and is rewarded by the fact that she allows them to spend more time with their families, businesses, church and charities as a result of her guidance.
Elsie enjoys spending time with her son and grandson. In addition, she is active in service to her parish, Co-Cathedral of the Sacred Heart, where she helps in various capacities. Elsie is also a volunteer with the Missionaries of Charity and a member of the Legion of Mary.
Elsie Hernandez can be reached directly at 713-300-9839 or via Email at email@example.com.