Post Oak Capital Group, LLC

(713) 960-6949



Team

Post Oak Financial Group BBB Business Review

We are a group of caring, family oriented, experienced financial professionals with over 50 years of combined tenure in our field.  All of our securities licensed professionals have the Series 7, 63, and Texas insurance licenses to serve our clients needs. Additionally, licenses obtained include the Series 24 (Registered Principal; Keith Patterson), Series 53 (Municipal Principal; Keith Patterson), and the Series 66 (Registered Investment Advisor; Frank Richardson).
 
Keith W. Patterson is a native Houstonian and graduate of Texas A&M University (class of '90). After graduation, he worked for several Wall Street firms, including Merrill Lynch and Smith Barney, rising to Vice President of Investments...

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Frank Richardson is a native Houstonian, and has been in the financial services industry for over 25 years. After college, he worked for several prestigious firms, including Dean Witter and Oppenheimer, Inc. He went into private...

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Tan Littlejohn

Client Service Associate/ Admin. Assistant

713-960-6949

(832) 532-7349

Tan Littlejohn has a diverse business background, coming to us from a former marketing position. She is, in our opinion, a phenomenal assistant, and a great help to our clientele. She has been married to Benjamin for 20 years; they...

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