About Us

Brannon is focused on helping clients and their families work toward their financial goals with a well-thought-out financial plan.

Having worked for his father at E.F. Hutton in high school, Brannon grew up in the financial planning business. A Navy veteran, he spent two years working at the U.S. Embassy in Moscow, Russia, before joining the industry as an adult. Brannon is passionate about helping to provide clients with the financial education and tools they need to make the most informed decisions about their financial and retirement planning strategy. He and his team have conducted financial education workshops all over the U.S. for companies such as United Airlines, ExxonMobil, NASA, The Pentagon and many more.

Brannon volunteers for The Foundation for Financial Education, a 501(c)(3) non-profit organization, where he also serves as the Houston Metro Director. He was a Man of the Year candidate for the Leukemia and Lymphoma Society.

When he isn’t working, Brannon enjoys hunting, fishing, diving and sailing. Along with his native English, he speaks Spanish and Russian and is trying, without much luck, to learn Mandarin Chinese.

John Walker brings over thirty years of legal and financial expertise to the Lloyd Financial team. He holds undergraduate degrees in Finance and Real Estate from the University of Cincinnati, a JD from Ohio State University, and an LL.M. in Taxation from New York University. His diverse background uniquely positions him to provide comprehensive advice that bridges the worlds of law, finance, and taxation.

Licensed to practice law in Texas, New York, and Ohio, John is a valued member of the American Association of Attorney CPAs (AAA-CPA), reflecting his commitment to integrating legal and financial strategies. He is a licensed insurance professional in the great state of Texas, and is a Certified Exit Planning Advisor (CEPA). John specializes in guiding clients through complex business transitions and succession planning.

Here at Lloyd Financial, John’s extensive experience enhances our ability to deliver personalized, strategic solutions for tax planning, financial management, and business transitions. His approachable, professional manner ensures clients receive tailored guidance designed to meet their unique financial goals and challenges.

Andrea Robayo is the Director of Operations at Lloyd Financial. Andrea has spent her career working directly with individuals who are seeking unbiased financial guidance. At Lloyd Financial, she ensures clients walk away knowing our unwavering commitment to their financial well-being. With the help of her team, she leads the office on its mission of financial education.

Born in Bogota, Colombia, and a native Spanish speaker, she migrated to the United States as a child and has enjoyed traveling throughout the country appreciating its diverse culture. After graduating high school in the Clear Lake area, she attended the University at Albany, New York, and graduated with a degree in Business Administration. This is where her passion for helping people began, becoming involved in refugee work. To this day, she is actively involved in refugee and immigrant committees in the Houston area. After university, she enjoyed the relaxed and sunny life of San Diego, California, becoming an avid sushi, wine, and exercise lover. As a food lover, she never backs down from a new menu. Due to her inquisitive nature, in her free time she travels as much as her schedule will allow. She consumes mountains of documentaries, books, and podcasts, and has a passion for law.

Stacy helps create a memorable client experience by scheduling in-person visits or a quick phone call. Along with this, Stacy answers client’s questions and helps our advisors prepare for client visits to help ensure we exceed our standards of service. When you call our office, there is a good chance Stacy is the first person you’ll speak to! Stacy is an avid reader, often consuming several books a month. She is also an extreme fitness devotee and is often at the gym well before most people are out of bed. If pressed, she will also admit to being a bit of a foodie. Stacy is a Houston native. She is part of The Sister Growth community which is dedicated to supporting women of diversity to grow and promote their small local businesses.