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304 Fifth Street Winnie, TX 77665 Phone: 409-296-2829 Fax: 409-296-2852 Contact Us
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About Us
Patrick Foy has more than 20 years experience in the financial services industry, most notable with Edward Jones and Merrill Lynch.
Patrick is a native of Houston, Texas, but graduated from University of North Carolina at Wilmington with a bachelor's degree in education. He attended the Rice University’s Certified Financial PlannerTM certification program and successfully passed the CFP® Exam.
Patrick is Series 24 (General Principal), Series 7, Series 63, and Series 51 (Municipal Fund Securities Limited Principal) licensed. He is also licensed with the state of Texas in health and life insurance.
Patrick is committed to offering high quality investments that match the needs of his clients.
Patrick has two daughter, Sierra (19) and Montana (16) and enjoys spending a great deal of time with them. He is an active member of First Baptist Stowell, where he volunteers with the High School Kids Program. Patrick enjoys playing golf and tennis in his spare time.
| Buck entered the financial services business in 2001 when the office was opened. He earned a bachelor's degree from Sam Houston State University in Industrial Technology with a business minor in August of 1996. He holds a series 7, series 63, series 65 as well as a life and health insurance license, and has completed the Wealth Management course with Kaplan University to obtain the WMS designation.
A native of Winnie for more than thirty years, Buck prides himself by providing the highest degree of professionalism and personal service for his clients.
Buck and his wife, Janet, have been married for 10 years. They have two sons, Lee who was born in 2002, and the newest addition, Aden who was born in 2006. The family is very active at the The First United Methodist Church of Winnie where Buck serves on several boards including Chairman of the Finance Committee. He serves on the Winnie Area Chamber of Commerce Board of Directors where he was 2005 President and he participated in the Leadership of Southeast Texas Class of 2006. He was also honored by being “Outstanding Citizen of 2008” in the Winnie area. Buck also serves on various other volunteer and community groups and enjoys spending his spare time with his family and being outdoors.
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Chris is a native of Houston, Texas, but moved to the local area in 1978. Chris graduated from Lamar University in August 1994 where he earned his bachelor's degree of business administration in accounting and immediately sat for the state administered CPA exam. He has been a licensed CPA in good standing since November 1994. He has a diverse work history, from corporate accounting to currently practicing as a CPA and investment advisor.
Chris believes in a logical systematic approach to investing. He encourages clients to be actively and directly involved in their financial future. His investment strategy involves an active, hands-on approach by his clients, a consistent and disciplined strategy and frequent evaluation. Chris uses his tax planning expertise coupled with his experience as an investment advisor, to attain the objective of building his clients wealth over time.
In his leisure time, he enjoys his family and friends. Chris is an avid sailor. He enjoys all aspects of sailing, from racing in the bay, to offshore cruising.
*CPA services are provided by Chris Willis and are not a service of Raymond James.
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Daphne Matthews is the office manager and performs operational and administrative duties including processing documents and providing routine customer service. She is an integral part of the office team and the first person clients see or speak with.
Daphne has been with Raymond James Financial since February 2004. She started her financial services career in 1998 with Merrill Lynch in Beaumont. She is a native of Winnie where she lives with her husband Rip, and two children, Justin (18) and Shaina (10). She is very involved with the St. Louis Catholic Church in Winnie and various community groups.
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