News
Stephen Bauer of United Capital Financial Advisors team in The Woodlands named as a 2025 Forbes Best-In-State Wealth Advisor
Stephen Bauer, CFP®, CRPC®, Managing Director of the United Capital Financial Advisors team in The Woodlands, has recently been named as a 2025 Forbes Best-In-State Wealth Advisor. The award recognizes top financial advisors across America and is among several industry-related accolades Bauer has received throughout his career. This marks the fifth time he has won the award, having previously won in 2021, 2022, 2023, 2024.* “I am extremely honored to receive this prestigious recognition from Forbes,” said
SVN | J. BEARD REAL ESTATE CELEBRATES LANDMARK YEAR FOR ITS LAND ADVISORY TEAM
SVN | J. Beard Real Estate is proud to commemorate the first anniversary of its Land Advisory Team, marking a year of remarkable achievements and strategic growth. Established in early 2024 as part of the firm’s continued expansion, the Montgomery-based land division is headed by seasoned veterans and emerging market land specialists Joe Burke and Robert Whitaker. In its inaugural year, the Land Advisory Team successfully closed transactions totaling more than 1,400 acres in the emerging markets of
Woodforest Financial Group Announces Strategic Investment in Zelus Automation Platform
Woodforest Financial Group, Inc., the parent company of Woodforest National Bank, today announced a strategic investment in Zelus Automation Platform, LLC, a Houston-based technology firm specializing in innovative software solutions for the banking industry. This investment reflects Woodforest’s ongoing commitment to advancing technologies that improve banking operations and customer experiences. Zelus Automation Platform’s flagship solution, SNAP (Simple New Account Platform), is an end-to-end, real-time
BRANDI SIKES PROMOTED TO MANAGING DIRECTOR OF SVN | J. BEARD REAL ESTATE’S HOUSTON OFFICE
Brandi Sikes has recently been promoted to Managing Director ofSVN | J. Beard Real Estate’s Houston office, located at 825 Town & Country Way. She previously served as Senior Advisor and Principal. In her new role as Managing Director of the Houston office, Sikes will leverage her experience, longstanding connections, and expert market knowledge to expand SVN | J. Beard Real Estate’s presence in the Houston proper region. Additionally, Sikes will further elevate the firm’s service capabilities by
SVN | J. BEARD REAL ESTATE NAMED AS SVN’S “2024 FIRM OF THE YEAR” AND RECOGNIZED AS A TOP-PRODUCING SVN OFFICE
SVN | J. Beard Real Estate was honored and named as SVN’s “2024 Firm of the Year”, a prestigious accolade awarded to the firm that best exemplifies SVN’s core values of collaboration, cooperation, and steadfast commitment to excellence in commercial real estate.This distinction underscores SVN | J. Beard Real Estate’s unwavering commitment to providing unparalleled service, fostering strong relationships, and driving success within the commercial real estate industry. In addition to this notable
THE J. BEARD REAL ESTATE COMPANY SPONSORS THE ACQUISITION OF COLONNADE OF THE WOODLANDS RETAIL CENTER
Colonnade of The Woodlands, a 42,030-square-foot neighborhood retail center, recently sold to SJBC XXIII, LLC, a private investment group assembled by Jeff Beard, President, and Marshall Davidson, Chief Investment Officer, of The J. Beard Real Estate Company. Colonnade of The Woodlands is located at 30420 F.M. 2978 at Woodlands Parkway in The Woodlands, TX. The center’s major tenants include Gringo’s Mexican Kitchen, School of Rock, F-45 Training, Zoo Health Club, and Bear Branch Animal Hospital. SJBC
YES to YOUTH Announces 2025 Gala and Co-Chairs
Set for August 9 and themed “Bridgeway to a Brighter Future”, the gala will be led by co-chairs Evan Berlin, Shannon Regan, and Amber Scheer Save the date! The 2025 YES to YOUTH fundraising gala extravaganza will be held on Saturday, August 9, 2025, at The Woodlands Waterway Marriott Hotel & Convention Center. Stepping into the roles of co-chairs for this year’s must-attend event are Evan Berlin, Shannon Regan, and Amber Scheer. Themed “Bridgeway to a Brighter Future”, the goal of raising $1
Wham & Rogers, LLC, is now accepting applications for its “Safe Roadways” $2,000 college scholarship.
In the spirit of encouraging and developing the next generation of paralegals and attorneys, Wham & Rogers, LLC, is accepting applications for its annual college scholarship award. Wham & Rogers is a personal injury law firm based in The Woodlands, TX, with expertise in truck and 18-wheeler accidents involving major injuries. With over 70 years of combined experience, the firm’s team of trial attorneys includes Mark Wham (board certified), his spouse Rene S. Rogers, and their son, Ryan Wham. The
