Jim Hawryluk, AIF® | Founding Partner

Jim has over 24 years of experience in the financial services industry. Jim was raised in south Florida and started his career on Wall Street in 1987. Throughout his career Jim has held various principal and supervisory positions. He consults with high net worth individuals on wealth management strategies, portfolio development and monitoring. His corporate clients rely on his insight into retirement plan design and consultation and corporate benefits. Jim holds the designation of Accredited Investment Fiduciary (AIF®) and is registered as a General Securities Representative and Registered Principal. He is also licensed for insurance sales in Texas and various other states. Jim moved to Houston in 1992 after accepting his first branch management position. He currently lives in Sugar Land, TX with his wife, an obstetrician/gynecologist, and their two children.

Doug Fuqua | Founding Partner

Doug is a native Houstonian and received a Bachelor of Science Degree from Texas State University. He entered into the financial industry as a financial advisor with UBS Painewebber in 2002 after seven years of working with venture capitalists creating start-up companies focusing on their sales and marketing efforts. He left UBS Painewebber in 2003 to form his own independent financial firm, Fuqua Financial, where he served as owner and financial advisor until co-founding Oak Point Financial LLP in 2009. Doug focuses his time assisting small business owners and families with their financial needs such as retirement planning, tax-efficient investments, college savings and life insurance. He currently lives in Sugar Land, Texas with his wife Deanna and their three children, Tyler, Trent and Trey.

Joe Conzelman, MS | Associate Client Manager

Joe joined Oak Point Financial, LLP in early 2010 as an Associate Client Manager. He will be charged with managing and delivering client services as well as the operational and market planning aspects of the firm. Joe holds a BBA in Marketing and Management and a Masters in Personal Financial Planning from Texas Tech University. Currently, Joe holds his Series 7 and 66 securities registrations. Joe is a candidate for the CFP® certification, and comes to Oak Point with previous experience in banking and financial planning. 

Joe Conzelman is a registered assistant with SagePoint Financial, Inc.

Bruce Popper**, CFP®, ChFC | Estate Planning Consultant
 
Bruce has over two decades of high-end financial planning experience. He has worked in tandem with some of the nation’s top estate attorneys in the refinement of planning concepts that utilize newly created entity structures, securities, specialized trusts, Captives, insurance and annuities from domestic and international sources. His planning concentration has been in the New England states, Texas, Florida, New York, California, Utah, and Idaho. Bruce has appeared on television in regional markets as an estate planning specialist and has written articles that have been circulated nationally.  Bruce is a Certified Financial Planner™ professional as well as a Chartered Financial Consultant. He currently holds his Series 7, 63, and 65 registrations.

Randy Bond**, JD | Attorney - Estate & Gift

Randy has over ten years of sophisticated estate and gift planning experience. His main concentration is on assisting clients with wealth strategies for current and future generations, utilizing his expertise in estate planning, multi-generational trust planning, charitable and non-tax planning. He is also skilled in creating complex plans for business succession and entity strategy. Randy is a graduate of South Texas College of Law and received a Bachelors of Arts from Texas A&M University. Randy is a member of the State Bar of Texas where he serves as a member of the Real Estate, Probate & Trusts law section.

David Fuqua** | Benefits Director

David Fuqua has over 16 years of experience in the group benefits industry. He was raised in the Houston area and has a BBA from Baylor University. He works tirelessly with employers and his agent.

**Bruce Popper, Randy Bond & David Fuqua are not affiliated with SagePoint Financial.