About Us · Our Team
The team behind your plan
Vision Based Planning is a team of advisors, traders, and client-service specialists in The Woodlands, TX. As a fiduciary, we are legally required to put your interests first, and we serve corporate professionals, business owners, and retirees nationwide.
We serve as a team
You’re never relying on one person. Every client is supported by our whole team, advisors, traders, and client-service specialists working together, so the right expertise is always at the table, your plan keeps moving, and you have more than one trusted relationship to lean on.
What Drives Us
Our Vision & Mission
Company Vision
We are the preferred independent financial partner for families who seek professional advice. Our trademarked IDAPRO® process creates enduring relationships and guides our clients towards achieving their financial aspirations. Our service reduces financial stress, enabling our clients to focus on what’s most important to them.
Company Mission
Our mission at Vision Based Planning is to serve select families to safeguard their financial future.
Our Team
Meet the people in your corner
CR
Chris Rawson, CFP®, CExP™
Founder
Since 2002, Chris has developed custom strategies that help clients reach their goals, always beginning by getting to know each client personally. UW economics graduate; Series 7, 66, and Group 1 licensed.
BB
Bryan Bly, CFP®
Senior Advisor / Senior Trader
Earned a B.S. in Electrical Engineering from Virginia Tech and spent 25+ years in telecommunications before financial services. Based in North Carolina.
PJ
Penny Jones, CFP®, AFC®, MLS
Senior Advisor
Holds a master’s in Wealth Management from Texas A&M University School of Law and an undergraduate degree from Stephen F. Austin State University.
MB
Marc B. Marquez, MBA, RICP, CLTC
Senior Advisor
A U.S. Air Force veteran, MBA, and private pilot. Born in Trinidad & Tobago and now based in Houston.
JW
Justin Wagner
Associate Advisor
An economics graduate of Texas State who brings discipline, preparation, and long-term thinking to every plan.
CE
Camden Elliott
Support Advisor & Marketing Specialist
A University of Houston finance & marketing graduate (Personal Financial Planning Program). Holds the Series 65 and has passed the CFP® Exam.
EM
Eman Momin
Support Advisor
A University of Houston finance graduate (Personal Financial Planning program) with a passion for serving her local community.
ML
Morgan Lancon
Senior Client Service Associate
Helps clients get organized and feel confident toward their goals. A Sam Houston State graduate and avid equestrian.
Why Families Choose Us
Our value to you
A team, not a single point of contact
Advisors, traders, and client-service specialists who all know you and your plan.
Independent & objective
Privately held with no outside shareholders or parent company influencing our recommendations.
Always in your best interest
As a fiduciary, we are legally required to put your interests ahead of our own, every time.
We make a difference
We measure success by making or saving you more than the cost to hire us, every year.
Let’s get to know each other
Meet the team and see how we can complement the planning you’ve done so far.