Christopher J. Maurer J.D., CFP®, CLU®
Mr. Maurer has over 25 years of experience creating customized retirement plans for his clients. As a CERTIFIED FINANCIAL PLANNER™, Chartered Life Underwriter (CLU), and licensed Texas attorney, he provides a comprehensive approach to each client’s unique needs.
Chris primarily helps retired people and those planning for retirement to not outlive their money. The Texas Bar Association has twice requested that he speak on Social Security and Tax Planning at the Advanced Elder Law Course – an event attended by over 350 Texas estate planning attorneys. Additionally, he has served as an honorary lecturer to the Law Faculty at the South Texas College of Law Houston, engineers at LyondellBassell, and other organizations, on matters of retirement planning and investment planning. At the 2022 CPE by the Sea Conference hosted by Texas Society of CPAs and TXCPA Houston, he will speak on the topic of Social Security for Retirement.
Christopher J. Maurer graduated from the University of Wisconsin-Madison in 1977 with a B.S. in Economics, with distinction. He received his law degree from the University of Wisconsin-Madison in 1981 and also attended the University of Colorado School of Business. At Wisconsin, Chris was a trumpet player and a rank leader in the University of Wisconsin Marching Band. Chris has qualified to be a member of Mensa.
Mr. Maurer practiced law in Colorado from 1983-1987, specializing in the areas of tax and business planning for closely-held businesses and their owners. His work in this area included estate planning, business organizations, employee benefit plans, non-qualified deferred compensation plans, probate, and business transfer.
He was admitted to practice law in Wisconsin, 1981; Colorado, 1983; and Texas, 1991. Chris has two children. He attends St. Michael Catholic Church and has been involved with many community organizations, including youth sports.
Neither Sagepoint Financial, Inc. nor its representatives provide tax or legal advice. Please consult with your tax or legal professional.
Malcolm B. Pfenninger RICP®
Malcolm began his career in the financial services industry in 2006. As a Retirement Income Certified Professional®, Malcolm focuses not only on tax-efficient accumulation of assets, but also on creating sustainable asset withdrawal strategies for retirement. Malcolm brings a unique perspective to planning, applying his background in risk assessment which he gained from working as an underwriter before becoming a financial advisor.
A native Houstonian, Malcolm earned his Bachelor of Science degree from Houston Baptist University, where he met his wife, Stephanie. The two of them currently live in Sugar Land, TX with their children, Elora and Rannon.
In the Community:
- Malcolm and his family attend Cornerstone Community Bible Church in Richmond, TX where they have served in the Children’s ministry for the past 10 years.
- Malcolm has volunteered for the last 15 years with at risk teens in Fort Bend County.
- Malcolm currently coaches his son’s baseball team and serves on the board of directors for the little league.
Professional Designations and Organizations:
- Retirement Income Certified Professional®
- National Association of Insurance and Financial Advisors
- Association for Advanced Life Underwriting
Registered Operations Manager
Amber graduated from Tuskegee University with a B.S. in business administration and a B.S. in sales and marketing. Upon completing her studies, she accepted an offer with Edward Jones Investments where she completed their financial advisor career development program.
She holds the Series 7 and 66 securities licenses. As a registered assistant, she is authorized to make unsolicited trades in client’s accounts. She is also a registered assistant with SagePoint Financial.
Amber has been a member of the team since 2015! She is recently married and enjoys picnics with her husband.