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
tim.satre@SatreandAssociates.com
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
Dianne has over 17 years' experience in the financial services industry and has been with Satre & Associates since May 2021. She holds a Life and Health Insurance License and has worked through LPL Financial since 2012.
Jennifer Abshire
Assistant
409-924-7432
Jennifer Abshire is certified to practice before the IRS as an Enrolled Agent. She 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...
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.