Our Team

We serve as a steady partner to clients as they confront life’s evolving circumstances.

Whether we are working with individuals or families, our integrated team of elite professionals is dedicated to helping clients simplify life’s financial complexity through education, collaboration and an adherence to the highest professional ethics. We share a common philosophy of client-focused service, and our diverse backgrounds allow each client to benefit from our combined insights and strengths.

Robert G. Gilliland, CRPC®, CEPA®®

Managing Director and Senior Wealth Advisor

25 years of experience

Robert G. Gilliland, CRPC®, CEPA®®

  • Qualified investment manager with over two decades of direct experience designing customized strategies and constructing/managing complex portfolios
  • Named to Forbes “Best-in-State Wealth Advisors” list in both 2019 and 2020
  • Resident Director at Merrill Lynch for over 10 years, guiding clients and directing teams

Robert’s career has been a blend of high personal performance and team building.  He earned a Bachelor’s degree in Finance from Stephen F. Austin State University.  To pay for his schooling, he ran a franchise of restaurants, gaining experience in managing time, people and money that would serve him well in his later endeavors.  After graduation, he joined Merrill Lynch and implemented a strategy of exceeding expectations.  Later in his career, he began coaching young professionals in the industry in addition to growing his own practice.  His numerous contributions were recognized by a promotion to the position of Sales Manager and by being named Resident Director, and later, a member of the Advisory Council to Management at his prior firm.

Robert brings his decades of experience to Concenture, an independent advisory firm he founded to ensure that his efforts would be focused solely on helping clients achieve their goals, without the constraints of corporate mandates.   At Concenture, Robert leads a highly-skilled team of industry veterans dedicated to supporting each client’s unique journey.

Outside of the office, Robert serves on several boards and foundations.  He enjoys hunting and fishing, and volunteers at Warrior’s Weekend, an annual outdoor community event supporting combat veterans.

Karen E. Heider, CEPA®, CDFA®®

Senior Wealth Advisor

6 years of industry experience

Karen E. Heider, CEPA®, CDFA®®

  • Develops and manages the implementation of wealth management plans
  • Responsible for managing client accounts and the client experience
  • Proactively prepares team for client inflection points

Karen has been a vital part of the team for the last half decade, designing and implementing wealth management plans.  Her role is critical in managing client outcomes.  A graduate of Texas A&M, where she earned a B.S. in Finance, Karen evaluates portfolios and develops financial plans.  She is proactive in identifying clients’ potential challenges and coordinating the team to address those needs.  Karen’s efforts ensure that the team meets or exceeds clients’ expectations.  A former schoolteacher, Karen has a true gift for active listening, anticipating concerns and providing clear explanations to both simple and complex questions. 

Karen is an active member of the community.  She can frequently be seen at running events with Houston Fit or otherwise enjoying the outdoors.  She volunteers at Houston’s annual Livestock Show & Rodeo.  In addition, she enjoys mentoring young children in the Caring Aggies Mentoring Program.

Codi S. Welch®

Wealth Associate

9 years of industry experience

Codi S. Welch®

  • Received 4 global recognition awards at Merril Lynch from 2017 – 2019, including 3 Gold Awards for leadership and 1 Silver Award for outstanding service
  • Experienced in compliance and best practices
  • Residential Director Assistant at Merrill Lynch and Client Associate for the team

Codi began working with the team in 2017 as Client Associate.  Responsible for providing wide-ranging administrative support, Codi has become known for a resourcefulness and efficiency that is in a class of its own.  Originally trained in criminology and forensic science, she has an unfailing attention to detail, which she combines with a consistently high level of client service.

Codi has a lifelong interest in building strong communities, beginning at the individual level.  Her level of dedication is evidenced by the numerous accolades she has earned both at school and on the job.

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