Our Suite of Financial Services
Why Choose First Service Wealth Management?
Our commitment goes beyond just investment advice.
Meet Our Wealth Management Professionals
Check the background of this firm on FINRA's BrokerCheck/SIPC
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Michael Alexander, CLU ChFC
Financial AdvisorMike has been helping families pursue their financial goals for over 30 years. He is a designated Chartered Life Underwriter (CLU) and a Chartered Financial Consultant (ChFC). Nationally recognized, his focus remains on unwavering ethics, superior service, and exceptional professional knowledge for all seeking investment and insurance advice. Before becoming a Financial Advisor, Mike is proud to have served 21 years as a Naval Intelligence Officer. He received his undergraduate from Colorado State University and his M.A. from the University of Oklahoma. Mike is registered to sell securities, such as mutual funds, stocks, bonds, ETFs, UITs; and Life, Disability and Long Term Care Insurance products.
Available by appointment at these branches:- Northwest
- Spring Cypress
- The Woodlands
- Galleria
- South Texas Project (Restricted Access)
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Rafael Balderrábano, CRPC
Financial Advisor and Insurance AgentRafael has worked in the financial services industry since moving to Houston in 2007. His career extends over 30 years and has included management positions in areas such as wholesale, non-profits and government. As a Financial Advisor, he focuses on each client’s unique goals and circumstances, and provides the resources needed to make informed decisions. Rafael earned his bachelor’s degree from the Monterrey Institute of Technology, holds his series 6, 7, 63, and 65 registrations, and is fluent in Spanish.
Available by appointment at these branches:- Katy
- Gulf Freeway
- Eldridge
- Tunnel System
- Park Ten
- Atascocita
- Sugar Land
- University
- Woodcreek
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Patrick Meraz
Financial AdvisorPatrick has been with First Service for nearly five years, beginning his career as a teller at the Spring Cypress location before advancing to a vault teller role. In 2022, he transitioned into the position of Program Coordinator for the Wealth Management department, where he had the opportunity to work closely with advisors and contribute to the success of the program. In 2023, he began pursuing his national certification exams to become a Financial Advisor and achieved full licensure within a year and a half. He is now focused on working toward his Certified Financial Planner certification. Outside of work, he enjoys watching sports, reading, playing video games, working out, and going on walks with his dog, Bexley. He is deeply passionate about helping his community and strives to be a reliable resource that others can count on.
Embark on Your Financial Voyage
Ready to navigate towards your financial aspirations? Schedule a consultation with our First Service Wealth Management financial advisor, in partnership with PFG Advisors, LLC, and United Planners Financial Services.1 Simply call, email, or fill out the form below.
Check the background of this firm on FINRA's BrokerCheck.