Advantages of an In-Person Consultation
An in-person consultation provides you:
- Helps with maximizing your retirement savings and other financial goals.
- Face-to-face planning from a seasoned investment professional.
- A convenient time and location to meet – right at work, or location of your choice.
Select a Location
Prairie View A&M University
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Caleb Byrd
Caleb is a Financial Consultant with M.C. Byrd Wealth Management. Mr. Byrd graduated from Baylor University in 2016 with degrees in Real Estate and Entrepreneurship and holds the Series 65 License.
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18 N. Harris Street Bellville, TX 77418
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Jana Albus, CRC®, CRES
Jana Albus is the Chief Operating Officer, Financial Advisor at Dearborn & Creggs Investments. Jana’s role as an advisor is to help clients define their financial goals and develop a plan that gives them a clear path to reach those goals, despite life’s unexpected events.
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77 Sugar Creek Center Blvd., Suite 390 Sugar Land, TX 77478
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Monte Byrd
Monte Byrd is the founder of M.C. Byrd Wealth Management, a Texas financial services firm serving families, private clients and businesses. Mr. Byrd has more than 25 years of experience in financial advisory services. He holds the Chartered Financial Consultant and Chartered Life Underwriter designations, as well as being an Accredited Investment Fiduciary.
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18 N. Harris Street Bellville, TX 77418
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Tarleton State University
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Asim Awan
Asim can help you create a financial plan, a personalized roadmap that can help you solve your financial problems and achieve your short and long-term financial goals. Asim will work one-on-one with you to understand your current financial situation and your financial goals. He will then design and help implement a financial plan that is customized to your needs.
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6136 Frisco Square Blvd, Suite 400 Frisco, TX 75034
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Eric Jones
Eric is a graduate of Texas A&M University. Eric has over 23 years of business experience with extensive knowledge of insurance, risk transfer, and asset protection. Eric enjoys researching investing options to help plan for his client’s financial future.
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707 Texas Avenue Ste 112-E College Station, TX 77840 and 2002 Timberloch Place Suite 200 The Woodlands, TX 77380
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Texas A&M AgriLife - El Paso
Texas A&M International University - Laredo
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Dean Willeford
Experienced Financial Professional with a demonstrated history of working in the financial services industry. Skilled in Retirement Planning, Investments, Insurance, Pension Plans, and Estate Planning. Strong finance professional with a Certificate in Financial Planning focused in Financial Planning from Kaplan University.
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1100 Matamoros Street, 2nd Floor Laredo, TX 78040
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Texas A&M University - Central Texas
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Asim Awan
Asim can help you create a financial plan, a personalized roadmap that can help you solve your financial problems and achieve your short and long-term financial goals. Asim will work one-on-one with you to understand your current financial situation and your financial goals. He will then design and help implement a financial plan that is customized to your needs.
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6136 Frisco Square Blvd, Suite 400 Frisco, TX 75034
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Eric Jones
Eric is a graduate of Texas A&M University. Eric has over 23 years of business experience with extensive knowledge of insurance, risk transfer, and asset protection. Eric enjoys researching investing options to help plan for his client’s financial future.
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707 Texas Avenue Ste 112-E College Station, TX 77840 and 2002 Timberloch Place Suite 200 The Woodlands, TX 77380
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Texas A&M University - College Station
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Cangelose Financial
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707 Texas Avenue Ste 112-E College Station, TX 77840 and 2002 Timberloch Place Suite 200 The Woodlands, TX 77380
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Dearborn & Creggs Investments
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77 Sugar Creek Center Blvd Suite #390 Sugar Land, TX 77478
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The Dunlap Group
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111 University Drive East, Ste. 110 College Station, TX 77840
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Element Retirement & Investment Consultants
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1239 Quarry Oaks Drive College Station, TX 77845
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Evidence Wealth
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3851 Corporate Center Drive, Suite 111, Bryon, TX 77802
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Executive Financial Services
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302 Holleman Dr E, Ste 200 College Station, TX 77840
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Fries Financial Services
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108 E. North Avenue Bryan, TX 77801
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Melder Financial Services
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5008 Harbour Town Court College Station, TX 77845
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M.C. Byrd Wealth Management & The 401K Shop
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PO Box 948 18 N. Harris Street Bellville, TX 77418
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East Texas A&M University
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Jeffery Kesting
Jeffery W. Kesting is CEO and founder of Kesting Financial Services, a financial services firm. Jeffery has specialized in retirement planning for over fifteen years and in 2009, left the corporate world of financial advising and took his belief that personal relationships will always matter more than bottom lines. With that approach, Jeffery focuses on building trust and confidence with the highest level of integrity. In doing so, he provides personalized service based on individual client needs.
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401 Azalea Court Sulphur Springs, TX 75482
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Asim Awan
Asim can help you create a financial plan, a personalized roadmap that can help you solve your financial problems and achieve your short and long-term financial goals. Asim will work one-on-one with you to understand your current financial situation and your financial goals. He will then design and help implement a financial plan that is customized to your needs.
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6136 Frisco Square Blvd, Suite 400 Frisco, TX 75034
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Texas A&M University - Corpus Christi
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Mark Militello
I understand that each individual faces unique financial challenges I can help take the mystery out of saving for retirement or putting money away for a special purpose. My personalized service focuses on your needs, wants, and financial goals.
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4918 Oakmont Dr. Corpus Christi, TX 78413
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Texas A&M University - Galveston
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Jana Albus, CRC®, CRES
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77 Sugar Creek Center Blvd., Suite 390 Sugar Land, TX 77478
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Texas A&M University - Kingsville
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Mark Militello
I understand that each individual faces unique financial challenges I can help take the mystery out of saving for retirement or putting money away for a special purpose. My personalized service focuses on your needs, wants, and financial goals.
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4918 Oakmont Dr. Corpus Christi, TX 78413
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Texas A&M University - San Antonio
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M.C. Byrd Wealth Management & The 401K Shop
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PO Box 948 18 N. Harris Street Bellville, TX 77418
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Dean Willeford
Experienced Financial Professional with a demonstrated history of working in the financial services industry. Skilled in Retirement Planning, Investments, Insurance, Pension Plans, and Estate Planning. Strong finance professional with a Certificate in Financial Planning focused in Financial Planning from Kaplan University.
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401 E. Sonterra Blvd, Ste 375 San Antonio, TX 78258
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K.W. Gutshall & Associates
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2200 Old Ranch Road 12 STE. C San Marcos, TX 78666
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Texas A&M University - Texarkana
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Jeffery Kesting
Jeffery W. Kesting is CEO and founder of Kesting Financial Services, a financial services firm. Jeffery has specialized in retirement planning for over fifteen years and in 2009, left the corporate world of financial advising and took his belief that personal relationships will always matter more than bottom lines. With that approach, Jeffery focuses on building trust and confidence with the highest level of integrity. In doing so, he provides personalized service based on individual client needs.
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401 Azalea Court Sulphur Springs, TX 75482
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Asim Awan
Asim can help you create a financial plan, a personalized roadmap that can help you solve your financial problems and achieve your short and long-term financial goals. Asim will work one-on-one with you to understand your current financial situation and your financial goals. He will then design and help implement a financial plan that is customized to your needs.
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6136 Frisco Square Blvd, Suite 400 Frisco, TX 75034
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Texas A&M University - Victoria
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Eric Jones
Eric is a graduate of Texas A&M University. Eric has over 23 years of business experience with extensive knowledge of insurance, risk transfer, and asset protection. Eric enjoys researching investing options to help plan for his client’s financial future.
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707 Texas Avenue Ste 112-E College Station, TX 77840 and 2002 Timberloch Place Suite 200 The Woodlands, TX 77380
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West Texas A&M University
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Jeff Chado
Jeff joined Navigation Financial Group in the summer of 2012 to focus primarily on financial planning and group retirement benefits. In addition to his undergraduate degrees, he has also obtained Master’s degrees in Finance and Economics, as well as an MBA from West Texas A&M University.
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801 S. Fillmore Street, Ste. 530 Amarillo, TX 79101
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Scott Dickerson
Scott started delivering financial services to businesses, individuals, business owners, and key executives while he was with Morgan Stanley in 1997. Currently, and as an independent Representative of Navigation Financial Group, Scott combines his experience, integrity, and objectivity to help find sound solutions to his client’s financial needs and desires.
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801 S. Fillmore, Suite 530, Amarillo, TX 79101
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Redina Franklin
Redina has an extensive background in the financial services industry, providing guidance and advice since 1997. She is a graduate of Texas Tech University where she obtained a Bachelors of Science in Financial Planning. She spent her first 11 years in the field as a retirement plan advisor specializing in employer sponsored plans serving those in the healthcare and higher education industries. She has also held positions in wealth management within the banking industry as well as with major insurance companies.
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Michael Miller
Since his beginning in the advisory business in 1991, Mike has been known for the level of personalized service and uncommon care that he provides for his clients. His attention to detail and customer service was developed early on as an enterprising young man. Mike realizes that life and investing are about creating valued relationships.
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7120 I-40 West, Ste. 418 Amarillo, TX 79106
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Carmella Nodine, CFP®
Carmella received a bachelor’s degree in December of 2002 from West Texas A&M University in General Business. In 2004, she joined her first financial planning firm that specializes in working with pension and ORP recipients. Being married to a public educator, she recognizes the need for understanding the pension income benefit options, as well as the need for additional savings. Carmella is dedicated to providing a personalized solution tailored to build wealth and maximize your income in retirement. She believes everyone deserves a chance at making their retirement dreams come true and will strive to make that become a reality.
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801 S. Fillmore St., Suite 530 Amarillo, TX 79101
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Steven Seymour
I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together I can help you to preserve and grow your wealth.
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801 S. Fillmore Street, Ste. 530 Amarillo, TX 79101
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