Since 2002, as an independent financial planner, Christopher Rawson has developed custom strategies for clients to reach their individual financial goals. This process begins with getting to know each client personally. Your vision for your financial future is important, and this vision evolves over time. The advantage to working with a CERTIFIED FINANCIAL PLANNER™ professional is the fiduciary standard that comes with the designation.

Baby boomers engage his services as they are typically in their peak earning years, getting ready for retirement and making the transition to financial independence. Retirees also engage Christopher's services to create retirement income, and upon request leave a legacy.

"Regardless of age, I'm told clients value my expertise because the financial planning process tends to give them more confidence about their financial futures. Trust is the lynchpin for a healthy client/advisor relationship and I work hard to demonstrate this virtue with each interaction."

Chris, his wife Dorothy, and their twins are actively involved in The Woodlands Community. He also enjoys running, golf, skiing, baseball, cooking and theater. Chris earned his bachelor's degree in economics from the University of Wisconsin, a concentration that has added tremendous value to his work as a personal financial planner. Chris holds a series 7, 66, and Group 1 license in the states of Texas, California, Georgia, Washington and Arizona.

Bryan is a big Atlanta Braves and Atlanta United fan, as well as enjoys watching Virginia Tech football. Based in North Carolina, when he’s not working, you can find him spending time with his daughter, being active outdoors and playing tennis. Bryan earned a Bachelor’s in Electrical Engineering from Virginia Tech and previously worked in the telecommunications industry for over 25 years.

Marc was born and raised on the small island of Trinidad and Tobago, and moved to the U.S. at age 20 where he enlisted in the U.S. Air Force and served for 4 years. Currently living in Houston, Marc is an avid aviation enthusiast and earned his private pilot’s license when he was just 19 years old.

When not serving our client's needs, he loves to travel to a new location annually, and visit his family back in Trinidad & Tobago. Marc is a huge fan of all sports, and makes an annual pilgrimage to the U.K. to watch his beloved Manchester United play at Old Trafford in Manchester.

Penny earned her master’s degree from Texas A&M University School of Law with a Certification in Wealth Management. She also holds an undergraduate degree from Stephen F. Austin State University, located in Nacogdoches, the oldest town in Texas. She and her husband, Jeff, have two grown sons, a daughter-in-law, and a mini-Aussie named Chap. They enjoy spending time outdoors, supporting their local community, and exploring new coffee shops wherever their travels take them.

Morgan is a Senior Client Service Associate at Vision Based Planning, She enjoys helping clients get more organized and the result of them feeling more confident towards reaching their financial goals.

On a personal note, Morgan is from the Spring, TX area, and graduated from Sam Houston State University with a bachelor’s degree in Agricultural Business in 2017. When not working, Morgan enjoys spending time with her husband and taking their dogs out on adventures. Additionally, Morgan is an avid equestrian, and enjoys regularly riding her two horses

Camden is from Georgetown, Texas and graduated from the University of Houston in 2025 where he majored in finance in the Personal Financial Planning Program and marketing. Outside of work, you can find him working out, studying film & television history, and enjoying his vinyl records. Camden has his Series 65 license and has passed his CFP® Exam.