(281) 973-9290

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19506 Highway 59 N, Suite 315 Humble, TX 77338
Humble Financial Planner

Kyle A. Sadler

President

Kyle A. Sadler is a financial advisor, public speaker, and the author of “I’m Retired… Now What?”. He has dedicated his life to building and maintaining relational business practices. His career started in 1995 in public accounting, and after not too long, he moved over to advising and wealth management. Although he no longer takes care of taxes and auditing professionally, he continues to utilize his wealth of tax knowledge in order to enrich his investment strategies and financial plans.

Specializing in retirement planning, private wealth management, and distribution management, Kyle is always trying to broaden his horizons with an aim of expanding the services that he offers to his clients. He holds a Certified Retirement Counselor (CRC)™️ designation, which means that he is held to a higher standard for professional mastery of subject matter and a commitment to retirement planning, ethics and continued education.

An equitable leader, Kyle in 2008 established Precept Wealth Management with an eye toward a cohesive element of bonding among the professionals to a relationship management practice that fulfill clients’ needs with guided solutions.

As a Christian, Kyle lets his values and beliefs permeate all that he does, including both his personal and business relationships. He incorporates core Biblical principles into his work at Precept Wealth Management and always thinks of the Creator with every decision he makes. Kyle is active in his church and in other Christian organizations, and he actively serves on multiple missionary trips, church committees, and teaches in ministry education. Serving as a Board Member for the Aldine Education Foundation, Kyle is additionally a devoted volunteer.

Kyle enjoys spending time with his friends and family, taking in Houston Astros games and finding other ways to have fun. He and his wife Denise are the proud parents of two daughters, Kyli and Zoe.

David Farrell, MBA, CRPC

Vice President – Wealth Management

David has over 25 years of experience in the financial services industry. He helps
clients reach their financial goals as an Independent Investment Advisor
Representative* which allows him to offer unbiased advice and services to meet the
needs of his clients. Acting as a fiduciary (putting client’s interests first) has long been
an integral part of the way he serves clients.
He first experienced the investment markets working on the floor of the Boston Stock
Exchange. He saw a different side of the markets from the trading desk of one of the
country’s largest Commodity Trading Advisors. Trading in markets from Australia to
Japan, through Europe, and finally New York enhanced lessons on the
interconnectedness of financial events. Those trading strategies encouraged a
systematic, impartial approach which influences the way he serves clients and their
households to this day.
He holds an MBA from Texas A&M University and a B.S. in Finance from Merrimack
College. As part of his on-going effort to stay connected on the issues confronting his
clients, he obtained the Chartered Retirement Planning Counselor (CRPC) sm
designation.
David has contributed his services as a volunteer providing financial counseling to
entrepreneurs through the Small Business Development Center. He has served in
various positions with his local Chamber of Commerce and was a charter supporter of
the Seniors with Dignity Resource Center.
As a regenerated believer whose faith has shaped his character, he strives to counsel
clients with honesty, sincerity and integrity.
David resides with his wife and three children in Harris County, Texas.
Lindsey Campbell Redding

Lindsey Campbell Redding

Vice President – Wealth Strategist


Professional Experience:
As Wealth Strategist with Precept Wealth Management, Lindsey draws on her extensive financial background, working with a diverse clientele and helping meet their financial goals. Her 16 years of experience has provided her with the knowledge and skills to understand not only the personal financial needs of her clients, but also the business and economic trends that affect them. Prior to joining Precept Wealth Management in December of 2021, Lindsey spent 16 years working as a financial advisor at Edward Jones, JP Morgan Investments, and BBVA Investments.

Responsibilities:
As Wealth Strategist, Lindsey is responsible for assessing client circumstances and providing individualized, highly strategic investment consulting. She guides her clients through each financial stage of their life using a goal-based process. This process includes evaluating client’s current financial and life situations while analyzing their needs and assessing their risk tolerance. She uses unbiased guidance and recommends strategies clients can use to pursue their financial goals and objectives. These comprehensive strategies include solutions for current income for today, money for the future, leaving a legacy, asset allocation, retirement planning, education planning, portfolio management and managing risk with life, liability and long-term care insurance.

Ashley Carvin

Executive Assistant

Ashley Carvin is our Virtual Assistant based out of South East Iowa. After a life long career in Health Care, she decided to make a major change and give the Financial Industry a try. For the past 6 years she been building her knowledge and relationship base within this realm and was given the opportunity to join Precept Wealth Management in May of 2021.

Ashley shares a home with her life partner Jameson, and their two daughters Kadence (17) and Allison (12). She enjoys traveling, spending time helping on the family farm, and watching her children learn new things.


Our Available Books

Buy on Amazon
Retirement Shift Front Cover
I'm Retired Financial Book

Contact Us

Precept Wealth Management
19506 Highway 59 N, Suite 315
Humble, TX 77338


Office: (281) 973-9290
Fax: (281) 973-9602
Email: info@preceptwm.com

Legal

Registered Representative, Securities offered through Securities America Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC in ALABAMA, CALIFORNIA, FLORIDA, HAWAII, LOUISIANA, SOUTH CAROLINA, TEXAS, WASHINGTON. 
Investment Advisor Representative,
Securities America Investment Research Advisors, Inc., a Registered Investment Advisor, Securities America and Precept Wealth Management are not affiliated.

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