Robert M. Wyrick, Jr. serves as Chief Investment Officer and Managing Member for Post Oak Private Wealth Advisors.

Beginning his career as an intern with Oppenheimer & Co., Robert quickly developed a passion and talent for investing.   Robert received his formal training at the prestigious firm of Underwood, Neuhaus and Company where he trained and worked in all aspects of institutional investment management and began to understand the value of protecting portfolios in much the same way insurance companies hedge-risk.

A student and practitioner of the advanced principals of portfolio management, Robert has devoted his career to the refinement of growing wealth while using protective hedges as a means of preserving capital in difficult markets.  " I advocate low-cost participation in the market, with a small protective hedge to guard against catastrophic losses. The concept of more risk equaling more reward is simply not true across a full market cycle", says Robert.  

He is dedicated to prudent risk management and has devoted much of his twenty-five year career to developing innovative and simple portfolio management solutions. As former President and Lead Portfolio Manager for a national investment advisory firm, Robert has successfully guided investors and advisors through market turbulence for years. He has the experience, skill and knowledge to provide the guidance investors are looking for.

Robert’s experience, passion and dedication to developing cutting-edge portfolio management solutions make him a uniquely qualified investment manager. 

Donna offers particular expertise in creating plans that mitigate risk and guide our clients through retirement. Her focus on distribution planning and tax efficiency makes her financial work unique to the industry.  What Donna enjoys most is “creating a true and successful written financial plan for each client, and to help ensure the plan’s success through specialized risk management.”

Donna believes in the importance of educating clients on risk management. “We are proud to have been operating in a fiduciary role for each client long before this became a popular catch phrase,” she explains. “This holds us to a particular standard. We know what it takes to create a long-term, successful plan for each client.”

With over 20 years of blue-chip experience, Donna has helped guide employees from many of the country’s biggest employers through successful transition and retirement.  Her technical knowledge, passion and attention to detail is reflected in every individualized plan she creates for Post Oak’s clients.

Donna’s understanding of the principles of advanced risk management, coupled with planning expertise makes her advice invaluable.

When Donna has time away from the office she enjoys gardening and boating.

Scott grew up in beautiful Salt Lake City Utah, and attended the University of Utah.  He began his career in software and electronics distribution before becoming a financial officer with an Air Freight Trucking company in 1998.  It was here that he began to view the financial market and risk through a different lens.

He began his financial services career in 2002 with UBS, then the prestigious firm of AG Edwards which ultimately became Wells Fargo.

Scott has developed very specialized portfolio management knowledge, particularly as it relates to the use of options to generate income and protect portfolios in falling markets.  His many trips to Europe have given him a hands on and unique perspective of the global markets.

When he is not in front of his multiple computer monitors, you will likely find Scott fishing, traveling, motorcycling or home remodeling.

Jason Burdine is a graduate of Texas A&M University where he received his Bachelor of Science in Education.  A lifelong educator, he has earned numerous accolades for his commitment to exemplary service in the financial services industry.

An outspoken advocate for the fiduciary standard of care in the financial services industry, Jason counsels individual and institutional clients on Post Oak's prudent investment strategies designed to grow and protect wealth.

A tireless public servant, Jason served 6.5 years on the Board of Trustees for Fort Bend ISD, as well as the Board President for 2.5 of those years where he oversaw a $750 million dollar maintenance and operation budget, supervised a $995 million dollar bond issuance and sat on the District Audit Committee.  Jason was appointed by Governor Abbott to serve on the Texas School Safety Center Board.  In the Fort Bend community, he has mentored at-risk youth and has served on campus-based leadership teams.

Jason and his family has called Fort Bend their home for over 13 years.  He and his wife Andrea have two young children who attend FBISD schools. In addition to volunteering, Jason enjoys spending time with his family, traveling, fishing and boating on Lake Travis.

Darrell is a native Houstonian and earned his MBA in Finance from the University of Houston

Upon graduation, Darrell began his career with Merrill Lynch Pierce Fenner & Smith, and spent most of his 30+ years in the industry with the NYSE firms of A. G. Edwards & Sons and Wells Fargo Advisors. 

Darrell specializes in managing client portfolios based upon his experience and expertise in technical analysis, a management discipline employed to evaluate investments and identify opportunities by analyzing trends gathered from trading activity, such as price movement and volume.  An ardent student and practitioner of risk management, Darrell's expertise provides immense value for Post Oak Private Wealth Advisors and our valued clients.

In his free time, Darrell and his wife Shelley enjoy the outdoors.  They enjoy camping, boating, and fishing.   

John E. Peterson is a CERTIFIED FINANCIAL PLANNER(TM) professional. He has focused on providing investment advice and quality service for his clients for more than 30 years and has particular expertise in technical analysis. He works to empower individuals with the investment knowledge and resources needed to make intelligent decisions for both business and retirement. In that process, he cooperates with his clients' existing tax and legal advisors.

John served two years at the U.S. Naval Academy studying Oceanography. He then attended Villanova University and graduated with a Bachelor's degree in Civil Engineering. The next 14 years he worked as a professional Civil Engineer, constructing electric generating stations both fossil and nuclear. Simultaneously, he spent several of those years providing services as a tax consultant. He then left those fields of endeavor to pursue his passion for finance.   Active in his church, John has volunteered for a variety of ministries at St. Cyril of Alexandria Catholic Church and in the community. John and his wife Merrilee reside in Houston and are proud parents of five sons who recently have all served in the United States Marine Corps.