Broker Check

Our Team

We are objective...

Founded in 1994, our firm seeks to build high-trust client relationships by fully embracing the fiduciary standard as our bedrock. By structuring our compensation on a fee basis, we align our efforts with the interest of our clients.

Our business incentives are based on working with each client to identify their goals, planning for their success and building long-term relationships.

We are client friendly...

By working with a limited number of clients, we can focus on the unique needs and concerns of each person. That takes time and on-going communication. We feel strongly about the importance of promptly returning telephone calls and emails, and making ourselves available for meetings at times that are convenient for our clients.

We are experienced...

At IAS we believe in a team approach to meet the needs of our clients. Our experience totals over 100 years.


 

John Haynes, founded IAS after spending over 15 years in the banking and financial services industry. Now, IAS continues the vision of providing wealth management services focused on the needs and best interest of our clients.

John serves as the firm's Managing Director and Chief Investment Officer. John believes the most beneficial client relationships are built on mutual respect and trust.

While John remains passionate about his business responsibilities, he also finds time to be active in his community. He has served in leadership roles in Kiwanis, his Church and in community events. John enjoys golf, fishing, time spent with family and vacations in Colorado.

 



 

Kent Samuel, as a past CPA, and seasoned oil and gas professional, Kent brought his unique perspective to IAS over 15 years ago. Currently, Kent serves as a Lead Advisor to clients while also contributing to the investment research efforts of IAS. As a valued team member to both the firm and our clients, we also celebrate Kent's success as an avid golfer.

In 2016, Kent had the opportunity to play in the Senior British Open where he qualified as an amateur, competing with noted golfers Tom Watson and Bernhard Langer. The goal-setting, discipline and dedication that allows Kent to be successful in business and on the golf course, is also reflected in how Kent serves clients.


 

CJ Haynes, Certified Employee Benefit Specialist (CEBS) and Registered Financial Gerontologist (RFG). CJ joined IAS after a 15 year career involved with corporate health benefits, retirement plans and investment services for major insurance carriers.

With over 30 years of diversified financial services experience, she is a valued resource to our clients who are in life transitions.

CJ's drive, energy and compassion for helping others has led her to leadership roles in many non-profit organizations through out our community. CJ has previously served as board chair of Interfaith of The Woodlands, President of The Woodlands Rotary Club, Montgomery County Meals on Wheels and as a past President and Board Trustee for Conroe Independent School District (CISD) for over 11 years just to name a few.

She enjoys yoga, cooking, reading and spending time with her new grandchildren.


 

Henry Stevens, serves as a Lead Advisor and Research Analyst on our team and enjoys working with clients on an individual basis to find solutions to their financial needs.

As a former member of the Texas A&M Swimming and Diving Team, Henry graduated with a finance degree from the Mays Business School. Henry brings to IAS the same passion, determination and drive used as a successful athlete and winner of the Aggie Heart Award.

Henry is a member of the Market Street Noon Kiwanis Club of The Woodlands where he served as President and Membership Director. Henry also represents our firm in The Woodlands Area Chamber of Commerce.

Husband and father of two young children, Henry enjoys running, working out, and other outdoor activities, especially those that can be done as a family.


 

Stephanie Lawerence, serves as Vice President of Client Relations and Vice President of Operations for IAS following 15 years of industry experience.

Stephanie identified IAS in 2015 as a firm where she would like to make a professional impact while still having an opportunity for work/life balance. After working as Operations Manager for a firm multiple times larger than IAS, Stephanie found her IAS home a place where she could apply her extensive skill-set and continue to grow professionally.

Stephanie greatly enjoys the client interaction and has a laser focus on making the client experience at IAS exceptional!

As a mother of 5, Stephanie knows the benefits of organization and planning. She takes on active leadership roles in her children's schools and her Kiwanis Club. As a former Conroe High School athlete, Stephanie expresses her competitive spirit by coaching a league winning youth volleyball team.


  


Curt Beck, CPA is the newest member of the IAS Team. With over 37 years of industry experience, Curt brings a new service perspective to IAS.

Most recently, Curt served as Vice President and Controller for a privately held family office business that dealt with many of the same challenges our clients face in their financial lives. As a Financial and Tax Advisor, Curt will rely on those experiences to better serve our clients.

Curt and his wife Rhenalea are 33-year residents of The Woodlands and they have three grown children. Curt enjoys golf, vacation travels, reading and spending time with his family.