Building a strategy tailored for you, together.
Every financial decision should support a larger plan. Our role is to help you make informed decisions that align with your long-term financial goals.
We begin by understanding where you are today, where you want to go, and what’s important to you. From there, we build a coordinated strategy that brings together financial planning, tax, insurance, retirement, and investment guidance under one plan.
The Redfish Difference
Everyone deserves financial advice that works together.
The most successful financial plans aren't built by one person. They’re built when tax planning, investments, retirement, insurance, and financial planning work together instead of in separate silos.
That’s the approach we bring to every client.
From our offices in Galveston and Cypress, Texas, we help individuals, families, business owners, and UTMB physicians and employees bring every part of their financial life together. Instead of juggling multiple advisors, you’ll have one coordinated team focused on helping you make confident financial decisions at every stage of life.
We Listen
Every client has a different story, different priorities, and different goals. We start by understanding yours.
We Coordinate
Financial planning works best when every piece of your financial life is working together. Our team collaborates behind the scenes so you can move forward with clarity and confidence.
We Guide
Life changes. Markets change. Families grow. Careers evolve. Your financial strategy should evolve right alongside them.
We Start With People, Not Portfolios.
Money is deeply personal because life is deeply personal.
Before we talk about investments, retirement, taxes, or insurance, we want to understand you.
What are you working toward?
What keeps you up at night?
What opportunities are you hoping to create for your family?
What does financial confidence look like to you?
Those conversations become the foundation for every recommendation we make.
Because great financial planning is about helping people make informed decisions, prepare for life's transitions, and build a future that reflects what matters most to them.
OUR NEW OFFICE IN GALVESTON
We are proud to announce that we are bringing our team even closer to the community we’ve served for over 20 years.
As full-time and part-time island residents, we’ve built lasting relationships throughout Galveston and have helped Texas university employees and studentsnavigate retirement planning. Opening a local office allows us to be even more accessible to the people, families, businesses, and professionals who call the Island home.
If you’re building your career at UTMB, planning for retirement, growing a business, or preparing for what's next, you’ll have a local team ready to help you make confident financial decisions.
Welcome UTMB Employees, Students, and the Island Community
UTMB Community
Retirement planning, university benefits guidance, health insurance, and long-term financial strategies designed around the unique needs of healthcare professionals.
Galveston Community
Comprehensive financial planning, investment management, tax strategy, retirement planning, and coordinated advice for every stage of life.
How can we help?
I’m Planning for Retirement
I Own a Business
I’m part of the UTMB Community
I Live in Galveston
The Backbone
Behind every recommendation is a team working together on your behalf.
When you work with Redfish, you’ll have one advisor leading the relationship, supported by specialists in financial planning, wealth management, tax and accounting, and health insurance. Our team collaborates behind the scenes so every recommendation considers the bigger picture.
It’s a coordinated approach that helps keep every part of your financial life moving in the same direction.
Christo Zgourides, CFP®, Director of Wealth Management
Shawn Gault, CFA VP/ Portfolio Management
Dawn Marie Babbitt, CPA, FLVS, President Redfish, Accounting & CFO, Redfish Capital
Brad Murrill, Founder & CEO
Questions We Help Answer
Every financial journey starts with questions. Some are exciting. Others feel overwhelming. Whatever brought you here, we’ll help you find the right answers.
Am I making the right financial decisions?
Should I be doing more with my retirement plan?
Is my employer’s insurance my best option?
How can I reduce my tax burden?
Will my money support the life I want?
What should I be doing next?
Where do I even begin?
KIND WORDS FROM OUR CLIENT
“I can’t say enough about the Team at Redfish Capital. I have gotten to know Brad very well and he is someone that constantly puts others first. He is extremely knowledgeable, professional, and committed to building lasting relationships. He has surrounded himself with a team of service oriented professionals and it only takes a short amount of time to experience the high level of service and care o understand why they work so well together. I highly recommend them.”
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