CEO

India Thomas-Johns is a seasoned Wealth Manager with over 22 years of experience in the industry. Her journey has taken her nationwide, from private agencies like State Farm to corporate giants like Northwestern Mutual and MassMutual. Her expertise spans various sectors, including Licensed Banking at Citizen Bank and as a Director of Sales and Client Management, catering to specialized clientele such as physicians, judges, attorneys, and CPAs at USI Infinity.

In addition to her impressive career trajectory, India is deeply involved in community and professional organizations. She actively contributes to the Pearland Chamber of Commerce, BNI, LEAD, and has sponsored events for Pearland ISD and the American Red Cross. Her leadership extends to roles as Director of USI through the AAP and NYSBA, where she continues to make meaningful contributions to the financial sector.

India's motivation stems from a genuine desire to alleviate the financial stresses that burden women, families, and business owners. She directly understands their need for financial peace and clarity. She finds immense satisfaction in creating peace of mind, guiding her clients toward financial stability, and helping them achieve their financial goals. She holds a B.A. in Education, which adds a unique dimension to her approach, enabling her to effectively educate and empower her clients in their financial decision-making process. India also holds Series 6 & 63 Investment License, Life/Accident and Health, Property & Casualty Insurance Licenses.

Beyond her professional endeavors, India treasures her role as an aunt to three girls and one boy, infusing joy and laughter into her family dynamic. With two sisters and one brother, she embraces her role as the second eldest, taking pride in caring for her loved ones. Having experienced divorce herself, India empathizes with clients navigating similar challenges, offering valuable insights into financial issues related to divorce.

When not immersed in the world of finance, India finds solace in her hobbies. She channels her passion for music by singing with local bands, finds peace through yoga and meditation, and enjoys staying active and exploring museums. As a devoted Eagles fan, she proudly cheers on her team with the rallying cry, "Go Birds!"

India Thomas-Johns epitomizes a Wealth Manager who blends expertise, empathy, and passion to make a meaningful impact on the lives of her clients and her community alike.

INVESTMENT SPECIALIST

Donte Lloyd is a Certified Financial  Planner (CFP) professional whose passion is for our clients to achieve their financial goals. This is accomplished by identifying where they are, and what their goals are, to develop customizable solutions that align with their vision.

Donte holds a B.A. in Organizational and Community Leadership from the University of Delaware where he served in multiple leadership roles including President of the National Pan-Hellenic Council, board member of the Cultural Programming Advisory Board, and Polemarch of the Nu Xi Chapter of Kappa Alpha Psi Fraternity, Inc. He completed his certificate at Kaplan University towards his designation as a Certified Financial Planner Professional (CFP). Donte also holds the Series 6, & 63 Investment License, Life/Accident, and Health Insurance License.

In his spare time, Donte is the acting treasurer of the University of Delaware's Black Alumni Organization which aims to foster a community in which Black alumni can easily connect with each other, mentor and provide a network to students, and raise money for scholarships.