About Verity Advisors

Through integrity, hard work, and dedication, we resolve the complexities of reuniting our clients with what’s rightfully theirs.

Our firm

A licensed Class A Investigations company

Verity Advisors is a leading Class A Investigations company, specializing in the recovery and return of various assets to our clients. Our firm employs a collaborative recovery strategy, with a singular focus on the timely and safe return of assets that are rightfully yours. Our clients depend on our expertise to successfully navigate the complex process of proving ownership and reclaiming their assets.

At Verity Advisors, we are committed to delivering exceptional service by tailoring our recovery approach to meet the unique needs of each client. Whether you are dealing with a directly-owned asset or an asset that has been passed down through several generations, our team is dedicated to ensuring the successful return of your property.

With over $100 million dollars and millions of shares in securities—including stocks and mutual funds—returned to our clients, Verity Advisors is recognized as the industry leader in asset recovery. Our extensive experience and proven track record underscore our authority in the field.

Mission statement

Through integrity, hard work, and dedication, we resolve the complexities of reuniting our clients with what’s rightfully theirs. Our mission is to uphold the highest standards of professionalism and effectiveness, ensuring that every asset recovery case is handled with the utmost care and precision.

Why choose us?

  • Expertise. Extensive experience in asset recovery and investigative services, with over 134 years of combined experience across insurance, oil and gas, banking, and investment accounts.
  • Customized Approach. We tailor our recovery strategies to meet the specific needs of each client, ensuring a personalized and effective solution.
  • Proven Success. Our track record speaks for itself, with millions of dollars and shares successfully returned to our clients.
  • Commitment to Excellence. We are dedicated to maintaining the highest standards of integrity, efficiency, and client satisfaction.

Our credentials

Licensed by the Texas Department of Public Safety

Verity Advisors operates as a Class A Investigations Company, fully licensed by the Texas Department of Public Safety. Our license number is A20032. In many states, a Class A License is mandatory for the specialized services we provide.

Verify our license on Texas DPS (opens in a new tab) License certificate (PDF)

Texas Department of Public Safety certificate of private security licensure for Verity Advisors Limited Liability Company, license A20032, investigations company
2026–27 Texas DPS Class A license certificate

Our people

Our team

If someone from Verity contacted you, you can find them here.

Robert Bowdon

Robert Bowdon

President & CEO

LinkedIn (opens in a new tab)
Read biography of Robert Bowdon

Robert Bowdon is the President and Founder of Verity Advisors, LLC. His passion is the timely and complete return of all outstanding assets to clients of the business. After more than a decade working in the oil and gas industry as a petroleum landman, Robert founded Verity Advisors to address the growing issue of returning dormant assets to their rightful owners – and it starts with a deep-seated understanding of estate entitlement and corporate ownership. Through a dedication to simplifying this complex process, Robert has successfully facilitated thousands of recoveries totaling tens of millions of dollars and spanning across a wide array of asset types and ownership complexities. Robert has implemented a team of professionals who are experts in their respective fields to grow the business and provide the absolute best experience possible for Verity clients.

Outside of the office, Robert enjoys spending time outdoors and raising his two boys and daughter with his wife, Dee. Robert and his family are active members of Bethel Church of Houston and enjoy volunteering and supporting various organizations including Patriots for Veterans, the Archibald Project, KSBJ, Food for the Hungry, and the Wounded Warrior Foundation.

Robert holds a B.A. in Criminal Justice from the University of West Florida. He made Houston his home in the early 2000s and has grown a deep appreciation for the city and Texas as a whole.

Mark W. Montgomery

Mark W. Montgomery

Vice President & COO

LinkedIn (opens in a new tab)
Read biography of Mark W. Montgomery

Mark is a 35-year banker most recently serving as the Houston CEO for BBVA Compass Bank. With oversight of 80 FTE’s and 4 lines of business the bank grew from 8 thin deposit market share to 4th today. Joining the Verity team in mid-2019, Mark has already made an impact in the lives of the clients he serves. The experience, sense of urgency, passion for adding value, exceptional client service, and transparency he brought to banking are the same skills he brings each day toward timely asset recovery.

A native Texan and resident of Houston for 46 years, Mark is passionate about Texas and the Houston community. As the face of the bank, he has served on numerous Boards including the NCAA Final Four Host Committee, Boys and Girls Clubs of Greater Houston, The Houston Hispanic Chamber of Commerce, The Houston Furniture Bank, East-West Ministries, and many others.

Mark’s extensive technical experience coupled with his recognized leadership and strategic capabilities has allowed for building, mentoring, and leading teams to accomplish objectives while at the same time building both brand and culture. These strengths and his passion for the success of his clients and teammates have yielded a loyal following of both clients and bankers.

Mark is married to his wife of 28 years and has 3 grown children. Mark enjoys hunting, fishing, snow skiing, and travel.

Christopher Agostinelli

Christopher Agostinelli

Vice President & Chief Sales Officer

LinkedIn (opens in a new tab)
Read biography of Christopher Agostinelli

Christopher Agostinelli joined the Verity Advisors team in January 2021 bringing over two decades of technical sales and sales/operational leadership experience while serving in various leadership roles at Nalco Water (Nalco). Throughout his career, Chris learned the importance of delivering customer satisfaction and creating value for his customers. By building strong client relationships, he passionately strived to understand his customers’ needs in order to provide the right solutions to solve his customers’ challenges. As a result, Chris earned several sales awards and leadership awards during his career at Nalco.

Outside of the office, Chris is a sports enthusiast and outdoorsman and is very involved with his family. He enjoys playing tennis, golf, and most recently pickleball, as well as duck hunting. He’s also an avid LSU sports fan. Most importantly, Chris enjoys spending time with his wife, Monica, and their two children. Chris and his family are active parishioners of St. Angela Merici Catholic Church in Sienna, TX (just outside of Houston) where he resides. Within his parish, he has served as Pastoral Council President, served as a leader on many men’s retreats, and was involved with the building of a brand-new church and administration building within his community. He is a member of the Knights of Columbus. He has also supported various charities such as A Shelter for Cancer Families, Hope Advocates, and St. Vincent de Paul Society.

Chris holds a B.S. degree in Chemical Engineering from Louisiana State University (LSU). Chris also holds various certifications in management, leadership and sales courses. He has lived in the Houston area since 1997.

Grayson Hart

Grayson Hart

Senior Account Director

LinkedIn (opens in a new tab)
Read biography of Grayson Hart

Grayson is a native Houstonian and graduate of Texas Christian University where he earned a B.S. in both Criminal Justice and Communication.

While in school, Grayson worked for 4 years at the TCU Outdoor Center in various roles, including Student Manager, Lead Staff (rock climbing instructor), and Adventure Trip Leader. Grayson also spent 6 months working at a local police department with their Criminal Investigations Unit and Public Relations Outreach Team.

Grayson joined the Verity Advisors, LLC team in 2022.

In his free time, Grayson enjoys many hobbies such as playing guitar/drums/piano, acting, photography, woodworking, mountain biking, and golf. He enjoys spending time with family and traveling. Grayson volunteers at Grace Presbyterian Church in their Youth Ministries program and plays guitar part-time in the Worship Band.

Lauren Weller

Lauren Weller

Senior Account Director

LinkedIn (opens in a new tab)
Read biography of Lauren Weller

Lauren Weller received a Bachelor of Science in Financial Planning from Texas Tech University. She began her career as a Financial Planning Officer with Kanaly Trust Company. She is a CERTIFIED FINANCIAL PLANNER™ professional. She also has experience working directly with clients as a Project Consultant for a Houston area roofing and remodeling company. Lauren joined Verity Advisors, LLC in 2018 as a Senior Account Director. She is a sustaining member of the Junior League of Houston and an active member of The Bridge Fellowship, serving as a Worship Leader in the adult and children’s ministries. Lauren loves spending time with her husband and children.

Steve Moore

Steve Moore

Senior Account Director

LinkedIn (opens in a new tab)
Read biography of Steve Moore

A native Texan, Steve has spent almost his entire life in the Texas Gulf Coast area and has over 30 years of experience in finance-related endeavors, including the past seven years with Verity Advisors, LLC. He has personally handled over $800 million in financial transactions including asset recoveries, corporate acquisitions, investment property acquisitions and commercial financings. Growing up in Spring Branch and receiving both his undergraduate and graduate degrees from the University of Houston, Steve has deep roots in Houston. He takes great pride in the fact that many of his close friends today started as clients.

Steve draws praise for his attention to detail to ensure the best results knowing that avoiding even the small errors can save weeks or even months in the recovery process. Additionally, he often devotes considerable time educating clients on the process and the numerous requirements placed on our investigators and administrative department. This helps clients appreciate our need to properly document each step of the process and avoid unnecessary delays.

Steve is very proud of his large family that includes his four daughters, their husbands, and ELEVEN grandkids, the oldest of which is only 12. Now that makes for a fun, hectic holidays. He splits his free time between his family, church, volunteer work, and occasionally the golf course.

Jackie Johnson

Jackie Johnson

Director of Administration

Read biography of Jackie Johnson

As VerityAdvisors Administrative Director, Jackie leads the Administrative Services Organization and report to the Director of Operations. She brings 20-years of related administrative expertise to the role with responsibility covering the administrative, operational, and financial support of VerityAdvisors. Her duties include long-term strategic planning, conducting industry research, overseeing daily operations, delegating tasks to staff and managing personnel.

Crystal Johnson

Crystal Johnson

Director of Operations

LinkedIn (opens in a new tab)
Read biography of Crystal Johnson

Crystal is VerityAdvisors Director of Operations reporting directly to the Chief Executive Officer. In her role she works closely with key personnel, directors at VerityAdvisors, customers, vendor partners, and our Administrative Service Organization. Her responsibilities include overseeing the day-to-day activities of the company, ensuring the organization is managed and performing efficiently and effectively. As a Houston native, Crystal has 20+ years’ experience in the Oil & Gas Industry as Director of HR and Accounting. Her passion has always been in helping people!

Mike Dunlap

Mike Dunlap

Account Director

Read biography of Mike Dunlap

Mike joined the Verity Advisors team in 2020, developing a new segment of client profiles. In 2025 he expanded his work, developing new geographic areas for the company. As a 1982 graduate of St. Edwards University (Austin, TX) his 40+ years of business includes a major focus on new business development, sales and business leadership. He is a believer in building strong, long lasting relationships and delivering value to his customers.

Outside the office Mike enjoys the challenge of competitive water skiing and endurance races. He and his wife Meegan have 3 wonderful daughters, 2 terrific son-in-laws and 2 beautiful grandchildren. He will define a great weekend as spending the time at the lake with all his family, water skiing, good front porch coffee conversation, good cooking and great wine.

Over the course of nearly 40 years married to Meegan, together they have actively participated in The Children’s Fund, The Snowdrop Foundation, Young Life, and many church events.

Kristopher Lindemann

Account Director

Read biography of Kristopher Lindemann

Kristopher Lindemann brings over 12 years of experience in international community development working with Youth with a Mission having worked in 25+ countries worldwide. Throughout his career, he has successfully managed large-scale collaborative initiatives involving 250+ partners, led call center operations, overseen donor relations, and organized events ranging from intimate gatherings to stadium-sized experiences.

A natural connector, Kris thrives on building relationships and finding solutions that help others succeed. His passion for networking and problem-solving makes him a valuable asset to Verity Advisors LLC.

When he’s not working, Kris enjoys spending quality time outdoors with his family, hunting and fishing with his three boys.

Hadley Applegate

Phillip Dodge

Valerie Anderson

Sales Support Director

Client testimonials

Rated A+ by the BBB

“Excellent job Verity Advisors! Chris and Crystal were great to work with and were able to overcome any obstacle that came our way during our recovery! They worked hard and got it done! Thank you Verity!”
Jen D ·
“Chris was great to work with and with practically no effort on my part recovered a substantial sum of unclaimed funds. I highly recommend Verity Advisors!”
Randy T ·
“Lauren and her team were very professional and kept me informed on the progress the entire time. They were able to recover assets quickly. I would definitely work with them again and would not hesitate to recommend them to others.”
Chris C ·

Read all testimonials

You Received a Letter, Now What?

You have assets ready to be claimed. Contact us today and let our asset recovery experts put their experience to work for you.

Verify us & get started Call 832.831.9353