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The MRZ Financial Team

Financial Freedom

MRZ Financial was created with the goal of providing (with the help of our affiliates) a fully integrated service model that can address your full financial picture, from investment and insurance advice to tax and succession planning. Our team of advisors come from varied financial and accounting backgrounds and bring many years of combined experience to the table. Meet the MRZ Financial team and associated advisors below.

MRZ Financial Team

MRZ Financial leverages varied experience, industry-leading strategic partners and robust digital tools to help individuals reach their financial goals. Members of our team are very experienced and many hold advanced credentials such as CFP, CPA, PFS, TEP and more. Click below to read more about the experience each team member brings to the table.

THE MRZF DIFFERENCE
Ed Drake
Ed Drake

Ed Drake

PARTNER, MSFP, AEP®, CFP®

Ed Drake is the Managing Partner of MRZ Financial. A veteran wealth management leader, Ed offers expert integrated financial planning, retirement and risk management services to individuals and entrepreneurs who crave a better financial guidance process and partner.

Ed’s primary goal is to provide service grounded in an integrated planning approach and unique guidance process. He brings decades of experience working with business owners, professionals and executive clients, and high-net-worth families. His experience includes investment management, risk management, and strategic planning related to business, retirement, estate and asset allocation.

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Wesley Middleton

Wesley Middleton

Partner, CPA

Wesley Middleton is a Tax Partner at MRZ with decades of tax compliance and consulting experience and particular expertise in the oil and gas, construction and manufacturing industries.

Wesley is also the managing partner of the firm and is responsible for the expansion and growth of MRZ. Wesley earned his B.S in Accounting from the University of New York. He is a member of the AICPA, Texas Society of CPAs and the Association of Accounting Marketing. He is active as a musician at church, and in his free time, enjoys traveling with his family and watching football.

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Stan Raines

Stan Raines

Partner, CPA

Stan Raines is a Tax Partner at MRZ and the Managing Partner of MRZ's Austin office. He specializes in tax and accounting services, with particular expertise in the construction and oil field services industries.

Stan earned his Bachelor’s Degree in Business Administration in Accounting & Finance from Texas Tech University in Lubbock, Texas. When not in the office, Stan enjoys being on the water, especially sailing, grilling and spending time with family.

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Michael Parmet

Michael Parmet

Partner, CPA, PFS, TEP, CFP®

Michael Parmet is a Partner at MRZ with decades of experience in public accounting with Houston-area firms. He has particular expertise in real estate, restaurants and professional services. A Certified Public Accountant, Certified Financial Planner and Personal Financial Specialist, he received his Master's in Accounting from Rice University.

Michael is an active member of several local accounting and financial chapters and serves as a tax expert on KTRH radio. He is a level two sommelier, and on the weekend enjoys biking and dining at local restaurants.

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Evan Tierce

Evan Tierce

partner

Evan Tierce is the Partner lead of the MRZ Practice Growth Team. He has a diverse knowledge base having worked with small and middle market clients in a variety of areas including business process outsourcing, human capital management and systems design and implementation.

Before joining MRZ as the Director of Practice Growth, Evan served as the Human Capital Solutions Manager at G&A Partners, spearheading the human capital technology division of the Professional Employer Organization. He also played three seasons with the minor league of the New York Yankees before retiring from baseball. Evan received his M.S.Ed. from Baylor University and his B.E.S.S. from Texas State University. He is a proud Texan and enjoys spending time with his wife and wrestling with his two young boys during his free time.

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Jay Tompkins

Jay Tompkins

Partner, CPA

Jay Tompkins is the Partner-in-charge of the MRZ Spring office. His expertise ranges from partnership and corporate taxation to gift and business state taxation. He has also served as the vice president of the Woodlands Chamber Board of Directors and remains an active community member.

Jay earned his B.B.A. in Accounting and his Master in Professional Accounting from Stephen F. Austin University. In addition to work, Jay enjoys going on family RV trips and car racing.

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Trey Henry

Trey Henry

Financial Associate

Trey is an Associate at MRZ Financial. A Licensed General Securities Representative, Investment Advisor Representative and Insurance Agent, Trey provides support and implementation for financial planning, investments, risk management and more. Trey received his B.S. in Economics from the University of Houston, in addition to completing the Bauer College of Business’s Entrepreneurship program.

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Michael LaRubbio

Michael LaRubbio

Financial Associate

Michael is an Associate at MRZ Financial, assisting in financial planning and investment services and working closely with custodians to ensure proper account transfers and maintenance. A current CFP® candidate, Michael earned his B.S. in Personal Financial Planning from Texas Tech University.

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Troy Sanchez

Troy Sanchez

Practice Growth Director

Troy Sanchez is the Practice Growth Director of the MRZ Houston office and of MRZ Financial. Troy aids the business development efforts of both firms, focusing on pairing the right client with the right expert for optimal results. A graduate of Rice University’s CFP® Graduate Certificate Planning Program, Troy has experience in sales, management, financial services, and growth initiatives.

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Matt Payne

Matt Payne

Director of Retirement Plan Services

Matt is the Managing Director for the Retirement Plan Services group. He has worked in the qualified plan space since 2000 and has extensive experience and knowledge in all aspects of qualified plan administration. His broad insight into the retirement industry can help plan sponsors achieve the desired results for their retirement programs. He holds multiple professional designations including the Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator (QKA) designations from The American Society of Pension Professionals and Actuaries. He has also obtained his Accredited Investment Fiduciary (AIF) designation from FI360 and the Center for Fiduciary Studies.

Matt resides in The Woodlands with his wife and two children. In his spare time he enjoys playing golf, singing, coaching little league baseball and spending as much time as possible with family and friends.

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Linda Drake

Linda Drake

CFA® Charterholder, Chief Investment Officer
Linda Drake is MRZ Financial's Chief Investment Officer. She specializes in investment analysis and planning and portfolio management. She received her MS in Finance from the University of Wisconsin in Madison. She is a member of the CFA Society. In her spare time she enjoys biking, reading and playing games (bridge in particular).