Providing Financial Peace of Mind

 

The firm was founded in 1999 with a focus on financial planning and independent, fee-only investment management. In 2021, Cory and Sarah Mizell purchased the Houston-based firm in an internal succession. In 2022, Jenny Migdal joined the Cove Wealth Management team and established our Albuquerque, NM office. Our team serves clients nationwide.

Our investment philosophy is designed around diversification, tax-efficiency, and strategic allocation in liquid markets. We plan comprehensively for clients and build portfolios to complement and support their lifestyle goals. As we serve clients, we collaborate with our network of top-tier professionals around the country to secure tax, legal, insurance, bookkeeping and other services our clients need beyond our scope. Learn more about our team members and partners below.

 

Cory Alan Mizell CFP®, MBA

Sarah Anne Mizell CFP®

Jenny Migdal CFP®, CKA®

Malcolm S. Morris

David Hao, MA, JD, Esq.

Amanda Barrett

  • Sarah Anne Mizell, CFP®

    President, Financial Advisor, Wealth Coordinator

    713-673-9055

    LinkedIn

    The journey toward Sarah Mizell’s dream job as Financial Advisor and business owner has included time working as a sports journalist for the Associated Press, time on a commodities trade floor, a lead role in systems implementation at a large oil & gas company, earning a CFP® designation, and serving hundreds of families and individuals through a team of financial consultants at Houston’s First Baptist Church (HFBC). Sarah and her husband, Cory, see their role as filters in our clients’ lives who cut through the excess information and to help find meaning and peace of mind in their finances and lifestyle decision. Sarah is a captain on “Team Mizell,” a marathon runner, an active member of boards/ community organizations, and a co-teacher for her kids through Trinity Classical School. Team Mizell includes four beautiful kids, who keep life interesting and fun.

    Experience:

    • Cove Wealth Management, President, Senior Financial Advisor, September 2024 - Present
    • Cove Wealth Management, Vice President, Senior Financial Advisor, September 2021 - September 2024
    • Valued Retirements, Inc., Chair of the Board, Wealth Coordinator, Financial Advisor: September 2021-Present
    • Valued Retirements, Inc., Financial Advisor & Director of Marketing: October 2014-September 2021
    • Julianna Poor Memorial Counseling Center Financial Counselor/ Volunteer: 2010-Present
    • SBS Financial, LLC: October 2012-July 2014
    • ConocoPhillips Commercial analyst, scheduler, and specialist: June 2009-July 2014

    Education:

    • Certified Financial Planner™ – 2015
    • Licensed Texas Real Estate Salesperson with Century 21 Olympian – 2014
    • New Mexico State University: BS Finance – 2009
    • New Mexico State University: BA Journalism & Mass Communications – 2009

  • Cory Alan Mizell, CFP®, MBA

    Vice President, Chairman, Financial Advisor

    281-716-5037

    Linkedin

    Cory Mizell leads his family to remain flexible for the purpose of living generously and making the most of life. As a financial advisor and business owner, his goal is to serve clients by taking advantage of opportunities to enhance flexibility, generosity, and legacy in their lives and families. Cory earned his Bachelor’s Degree in Chemical Engineering from New Mexico State University in 2009 and his M.B.A. from Mays Business School in 2015 and later his CERTIFIED FINANCIAL PLANNER™ designation to pave the way for him to transition his engineering mindset to build efficient portfolios that pair with smart financial decisions to deliver peace of mind. Cory and his wife, Sarah, take every opportunity to run endurance races and travel with their four wonderful kids.

     

    Experience:

    • Cove Wealth Management, Vice President, Senior Financial Advisor, Investment Committee September 2024 - Present
    • Cove Wealth Management, President, Chief Compliance Officer, September 2021 - September 2024
    • Cove Wealth Management, Financial Advisor, Investment Committee, August 2016 - present
    • Aspen Technology, Customer Success Manager, September 2017 - February 2018
    • Solvay Chemicals, Analyst and Sales Representative, July 2014 - September 2017
    • Solvay Chemicals, Chemical Engineer, November 2012 - July 2014
    • Total Petrochemicals & Refining USA, Chemical Engineer, May 2009 - November 2012

    Education:

    • Boston Institute of Finance at Bryant University, CERTIFIED FINANCIAL PLANNER™, 2021
    • Texas A&M University, Master of Business Administration, 2015
    • New Mexico State University, BS Chemical Engineering, 2009

  • Jenny Migdal, CFP®, CKA®

    With nearly 20 years of experience and a demonstrated history of serving clients, Jenny Migdal is based in Albuquerque, New Mexico where she leads the Cove Wealth Management Southwest office. Jenny is a former physicist, a graduate of the US Air Force Academy, and she founded Forthright Financial Planning in 2007 prior to joining our team. Jenny and her husband, Walt, are active members of their church and the community, and they love spending time with their adult daughters.

  • Malcolm S. Morris

    Business Counsel, Firm Partner

     

    Born and raised in Houston, Mr. Morris has enjoyed being active in his local community, particularly with the First Baptist Church of Houston as a past chairperson of deacons. He was also involved with Living Water International and Millennium Water Alliance as the co-founder and chairperson emeritus.

     

    During an earlier stage of his career, Mr. Morris served as an examiner for Stewart Title Austin Inc. He subsequently moved into several upper level management positions with Stewart Title Guaranty Company in Houston, from vice president of operations to the chairperson and chief executive officer over the next three decades. He worked for another 19 years with SISCO, first as the chairperson and co-chief executive officer and then as the vice chairperson until retirement. Outside of his commitments to the family business, he provided his expertise as an analyst for the Bank of the Southwest, as a business manager for Richard Hogue Evangelism Inc. and as a consultant for Morris, Lendais, Hollrah & Snowden PC, a law firm that specializes in real estate.

     

    In recent years, Mr. Morris has become involved in the for-profit side of water. He has collaborated extensively with Weathermatic, a company based in Texas and a leader in smart water technology that saves approximately 50 percent of outdoor water use by using their patented technology. Mr. Morris also created a new company recently, Cronus Capital Partners LLC, which is a privately-held holding company that focuses on fracking and providing a green solution that is profitable.

     

    Experience

    • Stewart Information Services Corporation (SISCO), Vice Chairperson Emeritus

    • Morris, Lendais, Hollrah & Snowden PC, Consultant

    • Richard Hogue Evangelism Inc, Business Manager

    • Bank of the Southwest, Analyst

    • Living Water International and Millennium Water Alliance, Co-Founder, Chairperson Emeritus

    • Stewart Title Insurance Company, Board Member

    • Stewart Title Guaranty Company, VP of operations, Chairperson, CEO

    • Stewart Title Austin Inc, Examiner

    Education

    • University of Texas, Master of Business Administration, 1972

    • University of Texas, Doctor of Jurisprudence, 1970

    • Southern Methodist University, BA Business Administration, 1968

  • David Q. Hao, MA, JD

    Director of Compliance & Engagement

    david@covewm.com

    713-539-0792

    David Q. Hao is an attorney, business consultant, author, and educator who coaches individuals and organizations to flourish. With fifteen years of leadership experience, David has held key roles such as Head of School, Associate Vice President of Student Affairs, and Dean of Student Success. David’s educational journey and broad experiences as an “expert generalist” have equipped him with a unique skill set for navigating regulatory environments while promoting a flourishing culture. He earned his Doctor of Jurisprudence and Master of Higher Education Administration degrees from Boston College and his Bachelor of Business Administration degree in economics from Baylor University. David is a licensed attorney in Texas. In addition, he co-authored the book “The Maximizer Mindset: Work Less, Achieve More, Spread Joy.” David and his wife Claire are active members of Crossbridge Church and love spending time with their three children.

    Experience

    • Cove Wealth Management, Director of Compliance & Engagement 
    • January 2024 – Present
    • Credo, LLC, Affiliate Consultant
    • October 2020 - present 
    • Veritas Christian Academy, Head of School
    • June 2022 – July 2024
    • University of St. Thomas (Houston), Associate Vice President for Student Affairs
    • February 2020 – June 2022
    • Houston Christian University, Dean of Student Success & Advising & Adjunct Professor 
    • September 2011 – January 2020

    Education

    • Boston College, Doctor of Jurisprudence
    • Boston College, Master of Higher Education Administration
    • Baylor University, Bachelor of Business Administration in Economics

  • Amanda Barrett

    Amanda has over 20 years of experience in client facing roles in hospitality, trust services, and private wealth management. As our Client Service Manager, she enhances the client experience through authentic care and expert problem-solving skills. She has spent her career helping maintain and generate new relationships with clients and vendors along with helping create unique and inviting atmospheres where clients feel cared for, supported, and appreciated.  Amanda, her husband (Chris), and son (Grayson) are located out of Atlanta, GA. They enjoy being outdoors and getting to the beach any chance they can.