Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using more efficient methods available.
Tim Satre, APMA®, CDFA®, CFP®, CPFA®
Wealth Management Advisor
409-924-7432
Business Experience 2018 to present, Wealth Management Advisor,LPL Financial, Beaumont, TX 2012 to 2018, Financial Advisor,Ameriprise Financial Services, Inc., Beaumont, TX 1996 to 2012, Financial Advisor/Branch Manager,Raymond James,...
Dianne Walker
Branch Operations Manager
(409)924-7432
Jennifer Abshire
Assistant
409-924-7432
Jennifer Abshire was born and raised in Southeast Texas and graduated from Lamar University with a BBA in Accounting. Her experience comes from 20 years with a Beaumont...
Tina Mazzola
Assistant
4099247432
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.