Robert M. Wyrick, Jr. brings a long history and understanding of the investment markets to Post Oak's clients across the country.

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 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.

It is Robert’s experience, passion and dedication to developing cutting-edge portfolio management solutions that makes 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.

Jaimin works closely with each client to develop a full understanding of their specific needs, goals, and risk tolerance. Formerly a Senior Portfolio Advisor with Merrill Lynch, Jaimin is a uniquely qualified client advisor who works with clients to develop an appropriate allocation and financial plan to meet their specific needs. 

He draws from his experience and that of Post Oak's management team to help clients pursue their objectives by building and managing custom allocations utilizing Post Oak's proprietary risk managed investment strategies.

Jaimin received his Business degree from the University of Houston Downtown and holds the designation of Chartered Retirement Planning Counselor®.

In his free time, Jaimin enjoys golfing, playing competitive softball and helping to coach his son's tee-ball team.

*Chartered Retirement Planning Counselor and CRPC® are registered service marks of the College for Financial Planning.

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.

Bio coming soon!

Tom has been in financial services for over 33 years.  His career began with the Prudential Insurance Company in 1985, and he has been licensed in all aspects of financial services.

Tom brings years of Estate and Financial Planning expertise to Post Oak's clients.  His thorough and deep understanding of the principles associated with these planning disciplines makes him an invaluable asset to the firm, and has garnered national attention throughout his career. 

Tom left Prudential in 1996 to work independently, and joined Post Oak Private Wealth Advisors to bring his unique expertise to our clients.

Tom's creativity has expanded outside the financial services industry. As an entrepreneur and inventor, he holds patents for products he has designed, manufactured and distributed in the golf industry. When he's not working or playing golf, Tom enjoys skiing, hiking and spending time with his grandchildren.