Beaumont Office

4184 Treadway Road

Beaumont, TX 77706

At our firm, we have the client in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

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



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,...

Read more

Dianne Walker

Branch Operations Manager



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.

Read more

Jennifer Abshire




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...

Read more
Client Centered

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.