Moody Investments

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FINRA Broker Check

Whether you have gradually come to the realization that it is time for you to get serious and get professional guidance 

in  planning your financial future, or some life event has suddenly made seeking help necessary, we are here for you.

● Financial Planning ● Fee Based Wealth Management
● Retirement Planning ● Equity and Fixed Income Investments
○ Individual and Business ● Mutual Funds, ETF’s, UIT’s
● Income Planning ● Insurance
● Estate Planning ○ Life, Disability, Long-Term Care
● Education Planning ● Annuities
● Rollover Accounts ○ Immediate and Deferred
● Custodial Accounts ● Alternative Investments

Our proven and trusted professional advisors will consult with you to develop the right long-term strategy,

using the appropriate investment and protection instruments to fit your situation and objectives.

Contact one of our advisors below, or click on their picture to go to their individual website.

Check the background of this firm on FINRA Broker Check

Portrait of Van Gilbert

Van Gilbert

281.998.6461 Office

7610 Hwy 90A,

Sugar Land, Texas 77478

Also serving locations in West

Houston, Sugar Land, Alvin,

Pearland, Lake Jackson, and


Portrait of Joe Klages

Joe Klages

409.632.5024 Office

2302 Post Office St

Galveston, Texas 77058

Also serving all of Galveston
County, Clear Lake, Pasadena,

And Seabrook

Portrait of Mark Rogers

Mark Rogers

281.998.6403 Office
1100 Bay Area Blvd.

Houston, Texas 77058

Also serving all of Galveston

County, Clear Lake, Pasadena,

And Seabrook

Eric Pomerantz

512.776.8910 Office
400 West 15th St, Suite 100

Austin, Texas 78701

Serving Central Texas 



All Securities and Investment Advisory Services offered through Investment Professionals, Inc. (IPI), a Broker/Dealer, member FINRA/SIPC & a Registered Investment Advisor.

The investment services offered by IPI under the name Moody Investments are not offered by Moody National Bank, nor is Moody National Bank a registered broker/dealer. Neither Moody National Bank nor Moody Investments are affiliated with IPI.

This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of IPI may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed.

IPI and Moody Investments are not involved in the practice of accounting or law. Accordingly, any tax advice contained in this website is not intended to be used, and cannot be used, for purposes of avoiding penalties imposed under the United States Internal Revenue Code or promoting, marketing, or recommending to another person any tax-related matter. Please contact your legal or tax advisor regarding your personal situation. The products offered by IPI through Moody Investments involve investment risks, including possible loss of principal amount invested. Arkansas Insurance provider # 1309198.