Our Team

Dr. John Knight is a licensed financial professional and Medicare consultant who specializes in helping people to prepare for retirement. 

Based out of Houston, TX, Dr. Knight has been an expert in retirement coaching since 2016, following his 40+ year career.  Dr. Knight served in senior executive positions in aerospace, computers, and higher education with expertise in strategic marketing and financial management.

He is truly a “rocket scientist”!

Having a Medicare and financial planning background, along with his five degrees, Dr. Knight is a valuable resource to his clients.

 Schedule a time to meet with John

Brett Riley has been in the financial industry for over half a decade providing expert assistance when it comes to finding the absolute best financial products to fit Dr. Knight’s clients’ needs. He helps provide the best for those preparing for and already in retirement.

Rachel Root has been in the financial industry for 9 years, and really enjoys what she does. In her spare time, she enjoys spending time with her family. She loves home design and often makes her husband participate in her DIY projects, which she has a very long list of!

Melissa is the founder of CLH and has been an insurance broker since 2010 serving counties in the Houston area for over 10 years. Melissa is a graduate of Baylor University with a Bachelor of Arts degree in Business Administration. She has been an advocate in the health care industry since 2003 and has taken care of patients working in health care administration and now as an insurance broker. With the experience Melissa has she is able to assist you in finding the right coverage and able to help clients coordinate their healthcare within their insurance plan. Her services go well beyond enrollment.

Lauren Pledger started work in insurance at nineteen before computers. The insurance industry allowed her to get through college and travel to places like Europe. Eventually, she worked her way up at the world’s largest insurance company and became a broker at thirty-four. She helped Dr. Knight build his agency, is still licensed and continues to manage.