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Location:
Houston (Sugar Land), TX
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LOCATION INFO
16126 SW Freeway, Suite 100
Sugar Land, TX 77479
Phone: (281) 565-6336
Fax: (281) 565-6359
ABOUT THIS LOCATION
The Mutual Fund Store in Sugar Land serves the areas of Katy, Mission Bend and Brazoria to help clients meet their financial goals. Through a personalized investment plan, we can assist you with a 401(k) rollover to a professionally managed account, saving for a child’s education or developing a retirement strategy.
Ben West
Senior Investment Advisor
Successfully completed the Series 65 license administered by FINRA.
B.S. in Personal Financial Planning from the University of Missouri-Columbia; Minor in Business Administration.
Candidate for CFP Board’s Certification.
Hometown is Overland Park, KS.
Nicolas J. Knapik
Managing Partner & Senior Investment Advisor
Began his career in the financial services industry in 1996.
Successfully completed the Series 6, 7, 31 63, and 65 licenses administered by FINRA.
MBA from Western New England College.
Active volunteer for Houston and Galveston MSPCA.
Logan Miller
Senior Investment Advisor
Began his career in the financial services industry in 1997.
Successfully completed the Series 6, 26, 51, 63 and 65 licenses administered by FINRA.
B.S. in Journalism from University of Mississippi.
Married to Karen. They have two children, Patrick and Katherine.
Hometown is Shreveport, LA.
Enjoys hunting, fishing and cooking.
West Houston Chapter of Coastal Conservation Assn., 10 year Committee Member for Houston Livestock Show & Rodeo
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