Michael McGee Sr. RHU, CIC, CEP
Michael McGee Sr. has over 30 years of experience helping clients reach their financial goals and this is reflected in the longevity of his client relationships. He is a Registered Health Underwriter, Certified Insurance Counselor, and Certified Estate Planner. Mr. McGee is also a licensed Risk Manager, along with being licensed to sell life, accident, health, HMOs, and property and casualty insurance. Mr. McGee has consistently been invited as a guest lecturer by the University of Houston where he instructs and educates future professionals on all forms of financial services. He is documented as having received the highest evaluations of all guest lecturers over the past 20 years.
To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com.
Michael W. McGee Jr. CFP®, CPA, JD
Michael W. McGee Jr. is a Certified Financial Planner™ professional and has a true passion for helping clients reach their financial goals. As an attorney, he brings a diverse and valuable skill set to the firm. Michael previously worked at a prominent Houston law firm practicing taxation, estate planning, and probate law, advising high net worth clients on complex planning and legal matters. He is a Certified Public Accountant and holds a Juris Doctor from University of Houston Law Center. He is an active member of the State Bar of Texas, Houston Bar Association, and the Texas Society of Certified Public Accountants. Michael and his wife, Jennifer, currently live in Fulshear with their three children. When not in the office, Michael enjoys spending time with his family and hunting, fishing, and golfing.
Jeanne McGee serves as the office manager and oversees day-to-day operations at McGee Wealth Management. She is a licensed automobile, property, worker’s comp and liability insurance adjuster, and has years of experience investigating claims, reviewing policy provisions, and working with clients to answer their coverage questions. This valuable experience allows her to aid clients of MWM in navigating their insurance needs in addition to her responsibilities as office manager.
Laura Garza is the Administrative Assistant who manages information, assists clients with scheduling and provides administrative support at McGee Wealth Management. She has five years of administrative experience, in addition to ten years in animal behavior/veterinary medicine. Laura received her degree in Biology, with minors in Business and Communications. In her free time, Laura loves to spend time with her dogs – and even grooms them herself. Throughout the year, she and her dogs can often be found watching her husband play softball.
Erin Herr is a Customer Service Representative at McGee Wealth Management. Erin has eleven years of experience in the financial services industry, including five years in securities. She earned a Communications degree and began her career in customer service at credit unions in Pennsylvania, North Carolina and Texas. In her free time, Erin enjoys spending time with family and traveling.
Vita Breen is a Senior Client Service Representative and a Supervisor at McGee Wealth Management. She has 25 years of experience in insurance/securities and financial planning. She attended Texas State University. In her time away from the office, Vita enjoys swimming, gardening and pickleball.
Steven Lear is a Customer Service Representative at McGee Wealth Management. He has ten years of experience in insurance and financial planning, including six years in securities. Steven received his degree in Personal Financial Planning from Texas Tech University. When he is not in the office, Steven can be found lounging by the pool with his wife or working on carpentry projects.
Christina Lundberg is a Customer Service Representative with a focus on insurance. She enjoys helping clients find the level of coverage that will meet their needs. Christina has 14 years of experience in financial services and accounting. When she is not in the office , Christina can likely be found outdoors. She enjoys gardening and working in her backyard, which is a certified butterfly garden.