Brady C. Knight has extensive experience working with high net worth families, business owners, key executives, and their legal and accounting advisors in the areas of Family Wealth Counseling and Executive Benefit Planning. In addition, Brady is a Qualifying Member of Million Dollar Round Table*, Top of the Table* and International Forum. Being a native Houstonian, Brady is currently a serving board member for the Houston chapter of the NAIFA association. In addition to being an active advocate of the life insurance industry, Brady is equally involved with his Houston community. Brady holds memberships and leadership positions in a number of professional, philanthropic and community organizations. He is a graduate of the University of St. Thomas in Houston, Texas. Brady enjoys tennis, hunting, fishing, skiing, and spending time with clients, his committed office team, and the loves of his life: wife Alexandra and their sons, Thomson and Truett.
Brady is a registered representative of M Financial Group and licensed in Texas.
* Million Dollar Round Table and Top of the Table membership is based upon insurance sales. For details regarding qualifications for these memberships, please visit the following web site address: http://ihs.mdrt.org
Douglas D. “Doug” Doughty joined Brady at Knight Planning Corporation in 2009 as Director of Planning. He is responsible for product research, advanced planning techniques for estate planning and overseeing financial underwriting. Doug provides a vast depth of knowledge to KPC as he spent time with American General Life Insurance Company, Pacific Life and the Principal Financial Group in a variety of capacities including Director of VUL Sales and Marketing, Senior Case Design, Internal Wholesaler and Career Agent. Doug graduated from Texas A&M University with a Bachelor of Science in Economics. Doug is married to Leigh Ann and has three sons – Andrew, Cameron and Eric. He and Leigh Ann enjoy spending weekends in Rockport, travelling and cheering on their favorite teams – the Aggies, Houston Texans and Buffalo Sabres. Doug is licensed in Texas.
William “Bill” Richter has been an insurance and financial services professional, serving the needs of high net worth families and business owners for more than 25 years and joined Knight Planning as an Investment Advisor in January, 2014. For the past 12 years he has been a partner at Huber, Cardono, Moring & Richter, LP, a professional firm where he specialized in company restructuring, employee benefits, and estate planning.
Bill received a Bachelor of Science degree in finance from Trinity University, San Antonio, TX and has a Masters level designation in business succession planning from the American College, Bryn Mawr, PA. He is a member of AALU, NAIFA, and NAHU. He serves on the board of the Krist Samaritan Center as well as leadership positions in various clubs and organizations. Bill is an avid tennis player, skier, golfer and musician, but most of all, he enjoys spending time with his two sons, Wade and Ryan. Bill is licensed in Texas.
Merrill L. Rome joined Knight Planning in 2011 and is the Chief Operating Officer and Assistant to Brady Knight. Merrill is responsible for client and policy service, human resources, marketing, special events, and office administration. She has over 15 years of experience as the recruiting and marketing director for three large, national law firms, served on the boards of local and national legal recruitment organizations, and organized and chaired the annual conference in New Orleans for NALP. As a native Houstonian, Merrill is very active in a number of charity and community organizations and has served on the board for the Junior League of Houston and the University of Texas Scholarship Committee. She received her Bachelor of Science degree in Communications from the University of Texas in Austin and she and her husband Mike have three children — Hunter, Hayden and Harris — whom they cherish. She loves sports, travel, films, yoga and trivia.
Patrick A. Matherne joined Knight Planning in October of 2016. He is assisting KPC in several areas, including sales, marketing, case design, website design and client service. Prior to joining Knight Planning, Patrick worked at BBVA/Compass Bank and has been a swim instructor at River Oaks Country Club for the past six summers teaching youth swim lessons.
Patrick is graduate of Texas A&M and holds a Bachelor of Science in Business with emphasis in Finance and Economics from Mays Business School. He was a member of the Kappa Alpha Order Fraternity while at Texas A&M and served as Pledge Class President. He is a native Houstonian and in his free time, loves to hunt, fish, go off-roading, and spend time on the water with friends and family. Patrick’s brother Harrison is currently playing baseball at Rhodes College in Memphis and his parents are long-time Houston business-owners.
Chrystal L. Heath joined Knight Planning in November 2016 as our Underwriting Coordinator. She brings several years of experience in the areas of life insurance, underwriting and medical records review. From 2013-2016, Chrystal was with American General as a Life New Business Case Manager. Prior to joining AIG, she was a Health and Life Underwriter for 6 years with both American National Insurance Company and Manhattan Life.
Chrystal graduated from Texas State University with a Bachelor of Applied Arts and Science. She is from Galveston, Texas and enjoys biking, trying new recipes, playing guitar, traveling and spending time with her family and friends. She has 3 Chihuahuas that she adores.