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.

 

 

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 Lawrence, is the Chief Information Security Officer | Vice President of Operations and Technology.

Stephanie has been with IAS since 2015 and brings over 15 years of financial services expertise to the firm. She oversees all cybersecurity, technology and operational areas and has extensive experience in both compliance and finance. Prior to joining IAS, Stephanie played a key role as Global Account Manager for Caplin Systems, a London based middle-ware financial technology company, where she contributed to the launch of their satellite office in New York spending her time between both the London and New York offices. Her role included working with all major exchanges, including NYSE, NASDAQ, NYMEX and CME, as well as leading data analytics and research providers to offer one of the first thin client trading platforms to individuals and institutions. From there, Stephanie moved to the RIA space in Houston, TX with a focus on finance operations, investor relations, reporting and technology platform development and integrations.

As a mother of five, Stephanie understands the benefits of organization and planning. She takes on active leadership roles in her children’s schools and her Kiwanis Club. As a former 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.