Private Client Access

a trusted partner

who we are

About Us

A Trusted Partner

As independent, SEC-registered fiduciaries, we are committed to simplifying wealth management so our clients can invest efficiently, plan effectively, and enjoy peace of mind to pursue any endeavors they choose. With expertise honed from decades serving top U.S. families and ongoing, rigorous study, we offer objective wealth planning and sophisticated investment management services tailored to optimize your financial success.

Our Mission

We are driven by the relentless pursuit to add value to the lives of sophisticated, high-achieving, successful individuals and families. We work tirelessly to eliminate the complexities of wealth, helping families make informed decisions about money, providing peace of mind for today, and positively impacting the generations of tomorrow.

We believe wealth is not created by chance—it is built brick by brick with passion, discipline, vision, and dedication. We are here to support and maximize the tremendous effort you have put into achieving your success.

Our Core Values

We strive to provide our clients with the best possible service, and our core values influence every aspect of our work. We are committed to always:

  • Putting clients first at all times
  • Delivering a comprehensive wealth planning experience
  • Remaining independent
  • Offering objective advice
  • Providing transparency of costs and portfolio constructions
  • Going above and beyond to create extraordinary client relationships
Fence along a field

Endeavor in the Community

We’re proud to support our community organizations with philanthropic support and leadership.

Cynthia Woods Mitchell Pavilion Logo
DePelchin Children's Center Logo
Houston Methodist Hospital
Angel Reach
Abilene Christian University
University of Notre Dame
Financial Planning Association
The Alley Theatre
Focus on the Family
Memorial Hermann / The Woodlands

Meet the Team

Endeavor brings decades of private banking and financial planning to benefit you and your family. Get to know our team.

Colter Lewis

Colter Lewis

Founder | CEO

Arrow-circle-right Linkedin Envelope
Adam Brennen

Adam Brennen

Partner | President

Arrow-circle-right Linkedin Envelope
Philip Armes

Philip Armes,

Partner | Director of Business Advisory

Arrow-circle-right Linkedin Envelope
Freddy

Freddy Garza

Partner | Director of Wealth Planning

Arrow-circle-right Linkedin Envelope
Susan

Susan Shepard

Client Experience Manager

Arrow-circle-right Envelope
Leroy

LeRoy Bell

Vice Chairman

Arrow-circle-right Linkedin Envelope
Deb

Deborah Bell

Client Advisor

Arrow-circle-right Envelope

Secure your financial future with expert insights from our seasoned advisors

LET'S CONNECT

Adam Brennen

CFP® , CPWA® , CWS® Partner and President

For over 20 years, Adam Brennen has collaborated with wealthy individuals and their familieson comprehensive wealth planning that includes high-touch investment management, trust and asset servicing, and multi-generational advisory practices. His clients receive an unparalleled level of service along with a coordinated and multifaceted approach to the management of their
wealth.

Adam serves as an advisor and guides topics such as tax strategies and planning, portfolio
management, risk management and asset protection, charitable giving, estate planning and
wealth transfer, family business planning, and business succession planning.
Before joining Endeavor, Adam spent a decade with Northern Trust and the previous decade
with Amegy Bank, working comprehensively with highly successful families and their wealth
plans. At Northern Trust, he led the greater Houston region as an Executive Leadership Team
member to become the enterprise’s highest-performing region. He won the Chairman’s Awardamong 24,000 employees for his work on the client experience.

Adam has completed postgraduate studies at the University of Chicago Booth School of
Business, Rice University, and Cannon Financial Institute. He received his MBA from Texas
Tech University and graduated summa cum laude from Abilene Christian University with a
degree in Finance, where he was also a University Scholar. Adam has also earned the
CERTIFIED FINANCIAL PLANNER® , Certified Private Wealth Advisor ® , and Certified WealthStrategist ® designations.

Adam regularly lectures on financial topics at the University of Houston, The University of Texas Medical School, Baylor College of Medicine, and Abilene Christian University. He has also
served as a trustee for the Cy-Fair Educational Foundation and as President of ACU’s alumni
advisory board. Adam is actively involved in initiatives that promote financial literacy for
underprivileged high school students in Houston, support the fight against human trafficking,
and serve his church community.

Adam Brennen
Linkedin Envelope

Philip Armes

CEPA® Partner and Director of Business Advisory Services

Philip Armes is a seasoned wealth management professional with over a decade of experience
advising high-net-worth clients and private business owners at two of the nation’s leading
private banks.

As a Certified Exit Planning Advisor (CEPA ® ) with expertise in pre-transaction planning, deal
execution, and post-transaction wealth management, Philip helps entrepreneurs navigate their
business transitions' financial, tax, and estate planning implications. Philip is a connector of
resources for his clients, drawing on a deep network of professionals to address their needs,
which may include estate planning attorneys, M&A attorneys, CPAs, investment bankers, and others. His greatest joy is partnering with clients long before a formal transition or liquidity event, earning their trust by putting structures in place to maximize after-tax benefits and enjoy their exciting next chapter.

Before joining Endeavor Advisors, Philip was a Senior Vice President at Northern Trust Wealth
Management, focused on business development for the Houston office. During that time, he
was responsible for over $850 million of new assets under management, primarily due to
guiding entrepreneurs to a successful transition event with a strategic financial acquirer.

Philip has an undergraduate degree in finance and a master's in real estate from Texas A&M University. He is a native Houstonian and lives there with his wife, Sydney, and three young
children, Camden, Cooper, and Vivienne.

Philip Armes
Linkedin Envelope

Freddy Garza

CFP®, CPA, Partner & Director of Wealth Planning

Freddy is a Partner and serves as Director of Wealth Planning for Endeavor Advisors. In this role, he delivers valuable and actionable wealth planning advice that helps successful families and family offices grow and preserve wealth over multiple generations. His professional expertise includes holistic financial planning, goals-based investment management across all asset classes, income tax efficiency, cash flow modeling, executive compensation and retirement strategies, philanthropy objectives, risk management analysis, and lifetime gift and estate planning. 

With nearly 20 years of planning and client service experience, Freddy has an intimate understanding of the wealth accumulation, preservation, and distribution life cycle and how to position his clients for long-term financial success.  Prior to joining Endeavor Advisors, Freddy was a Senior Wealth Advisor at Northern Trust Wealth Management for over 15 years, where he advised successful families on all significant matters of their financial lives. He started his career in public accounting at the “Big 4” public accounting firm, Deloitte. 

Freddy graduated from the University of Notre Dame with a degree in Accountancy, and also obtained advanced degrees from the University of Texas at Austin (Master in Professional Accounting), and DePaul University (M.B.A. in Finance). He is a CFP® professional and Certified Public Accountant (CPA) (Texas). He is an active member of the financial planning community, currently serving as Treasurer of the Financial Planning Association (FPA) of Houston, and is a member of the Texas Society of CPAs, Houston Estate & Financial Forum and Houston Business and Estate Planning Council. Freddy lives in Pearland, Texas, with his wife, Elizabeth, and daughters, Ella and Avery.

Linkedin Envelope

Susan Shepard

Client Experience Manager

Susan Shepard was raised in Bradshaw, Texas, and considers herself “a local”. She graduated from Jim Ned High School and then attended Tarleton State University, majoring in Business Administration. Susan brings more than 20 years of investment industry experience. When asked about her role at our firm, her favorite part of the position is the relationships that we create with our clients. “So many have become like family. Watching them grow personally and financially is the greatest reward.”

Susan and her husband, Steven, were married in 1984 and have an amazing daughter, Stephanie, and son-in-law, Kyle. However, it is her grandson, Sutton, and granddaughter, Sawyer, who keep them busiest with football, baseball, dance, and cheerleading. Susan and Steven are passionate about helping children and can be found serving their community through Shriner’s, Scottish Rite, and their church.

Susan
Envelope

LeRoy Bell

Vice Chairman

LeRoy Bell serves as Vice Chairman of Endeavor Advisors. Backed by decades of industry experience, he works alongside Colter and Freddy to shape and deliver Endeavor’s mission.

LeRoy brings over 50 years of financial services and investments experience. Most recently, LeRoy was founder and president of Compass Financial Strategies, which joined Endeavor Advisors in 2023. He is a former president of the Texas Association of Life Underwriters, trustee of the National Association of Life Underwriters, Assistant Presiding Officer for the Brazos River Authority, and former Chairman of the Board for Disability Resources. He earned his Chartered
Life Underwriter (CLU®) designation from The American College of Financial Planning.

An attendee of Texas Tech University, LeRoy was a volunteer pilot for the South-Central Region Angel Flight Program for several years. He’s a recipient of the Silver Beaver and Silver Antelope recognition by the Boy Scouts of America and a 65-year member of the Kappa Sigma Fraternity.

 

Leroy
Linkedin Envelope

Deborah Bell

ChFC®, CLU®, Client Advisor

Deborah Bell is a Client Advisor for Endeavor Advisors. She works closely with clients, helping with day-to-day administration and answering questions.

Deborah brings broad work experience to her role at Endeavor. Before joining our team, she was the vice president of the Texas State Board of Nursing and former vice president of the Abilene Chamber of Commerce. Deborah spent 12 years as vice president for the Brazos River Authority and was appointed by Governor Clements to serve on the Texas Commission for Women. She also served on the Board of Directors of Abilene Regional Medical Center.

Deborah graduated from the University of Arkansas, and she earned her Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) designations from The American College of Financial Planning.

Deb
Envelope