Natalie Briaud Pine, CFP®

Natalie joined Briaud Financial Advisors in 2007 as an Investment Analyst. After completing her CFP®, she expanded her role to that of Financial Advisor, including both financial planning and wealth management. Natalie became a partner in the firm in 2011. In addition to her role as advisor, she manages the day to day operations and works […]

Continue Reading >

Janet Briaud, CFP®

Janet founded Briaud Financial Advisors in 1986 because she saw a need for a company that would treat clients the way she herself would want to be treated. At the time, many thought a financial firm that didn’t take commissions for selling products would be doomed to failure. Today, the “fee-only” model is the fastest […]

Continue Reading >

Peggy Sherman, CFP®

Peggy joined Briaud Financial Advisors in 2007 where she excels as a lead advisor, serving many happy clients. In addition to her broad financial planning knowledge, Peggy has specific expertise in Social Security and tax planning. Before joining Briaud, Peggy worked for 10 years with a national financial planning firm providing comprehensive fee-only financial advice. […]

Continue Reading >

Matthew McKay, CFP®

Matt moved from Greensboro, North Carolina to Bryan/College Station to join Briaud Financial Advisors. He revels in the problem solving and creativity that is required to achieve a sound financial plan, specifically the investment planning that is involved. Matt serves as an Investment Analyst, researching and analyzing investment opportunities for clients, reviewing and maintaining portfolios […]

Continue Reading >