Preston M. Sartelle

RockBridge Group

Houston, TX

Preston M. Sartelle co-founded Houston-based RockBridge Group, an M Member Firm, in 2019. Since entering the industry in 2005, he has specialized in both estate planning and institutional insurance programs.

Prior to RockBridge Group, Preston served as a lead Marketer for M Member Firm Capital Strategies Group, Inc., in Birmingham, Alabama, where he led the entry into the Texas and Oklahoma markets and then developed those markets over the course of 11 years.

Preston previously worked as an accountant and operations manager for ASEA Brown Boveri (ABB), an international power systems firm, in Madrid and the Bahamas. He is a Finseca Gold Ambassador and on the MFH Government Relations Advisory Committee.

Preston has a B.S. in accounting from Washington & Lee University. He holds life insurance, Series 7, and Series 66 licenses and is a Chartered Financial Analyst.