Dossier: Makers Wealth Management Why should you partner with Makers Wealth Management? We have walked many miles in your shoes. We understand the questions and concerns our clients have who are experiencing unexpected life changes. We treat each client we...
Dossier: Texas Financial Advisory Name and Title: Brooklynn Chandler Willy, CEO, and Founder Business Name: Texas Financial Advisory Business Address: 20650 Stone Oak Pkwy 100, San Antonio, Texas 78258 and 524 S. Seguin Ave., New Braunfels, Texas 78130...
Broadway Bank Julie Greig Hardaway, Director of Wealth Services What types of clients do you work with? I work with clients who value relationships based on trust, collaboration, and open communication. In my seventeen years with Broadway Bank, my clients have...
Name and Title: Liz Papagni, CEO Business Name: Marketing Initiative Worx, Inc. Business Phone Number: (714) 595-0963 Business Website: www.marketingiw.com 1. In what types of businesses or industries does your agency specialize? We work primarily with small to...
Dossier: Kim Gresham Anderson Name and Title: Kim Gresham, President Business Name: Anderson Marketing Group Business Address: 85 NE Loop 410, Suite 501, San Antonio, Texas 78216-5866 Business Phone Number: 210-223-6233 Business Website: andersonmarketing.com What...
Dossier: The Wood Agency Name and Title: Melody Goeken, Director of Public Relations Business Name: The Wood Agency Business Address: 7550 IH-10 W, Suite 505 Business Phone Number: 210-474-7400 Business Website: TheWoodAgency.com Additional contact information:...
Dossier: Creative Blend Stephanie Farber, President Creative Blend Design 12722 O'Connor Road, San Antonio, TX 78233 Direct: 210-602-7533 | Toll Free: 844-223-8326 In what types of businesses or industries does your agency specialize? Creative Blend...
Dossier: Helen Thompson Name and Title: Brandon Thompson - President Business Name: Helen Thompson Media Business Address:110 E. Houston St. 7th Floor – San Antonio, TX 78205 Business Phone Number: 210-822-2158 Business Website: helentmedia.com Business Inquiries:...
Dossier: 1797 Creative Sandra Richards, CEO 1797 Creative 311 W Mistletoe Ave, San Antonio, TX 78212 210-822-2224 www.1797creative.com Passionate. Advocate. Tenacious. Witty. Female Business Leader. These are just a few ways to describe Sandra Castro-Richards, CEO of...
' The Dossier Insurance Professionals The Oxford Languages Dictionary has very simply described insurance as "a thing providing protection against a possible eventuality." As life seems to present more and more "eventualities" that we could never have imagined (ahem,...
Hermann Sons Life Photography by David Teran Since 1861, for the first time in Hermann Sons Life history, four of the six Executive Officers are women, what does that mean to you? What does it mean for future generations? Samantha Schulmeier Kelley, Vice President of...
Zinn Insurance Monique Zinn, SCS, CHRS Photography by David Teran How long have you been in insurance? Twenty-one years of insurance experience is a long time to learn the intricacies of a complex and ever evolving industry, which makes it easy to provide clients with...
Shirley Crandall President, Crandall & Associates Insurance Photography by David Teran What types of clients do you work with? We are an esteemed Commercial Insurance Agency with unparalleled service. What types of services do you offer? We offer Commercial...
The DOSSIER Tax Professionals Preparing taxes can be daunting and exhausting. On top of that, who can keep up with all of the tax changes and complicated laws? Thankfully, there are Tax Professionals who can help you avoid making costly mistakes and free up hours and...
theKFORDgroup Kim Ford, Jennifer Edwards, Tracey Burke, shareholders. Photography by David Teran What sets your firm apart from other tax professionals? We believe it is our duty to understand what each client needs from their tax professional relationship and that it...
James Family Tax Richard James Photography by David Teran What sets you and/or your firm apart from other tax professionals? At James Family Tax we take pride in doing things differently when it comes to tax preparation. Meaning we take a holistic approach to our...
Guerrero CPA Photography by David Teran Why should an individual or business consider hiring a tax professional? A tax professional is trained, certified, and required to complete 40hrs/CPE in their profession, thus providing a higher level of competency to complete...
ADKF Photography by David Teran What sets your firm apart from others? Our service and team approach set us apart. We always strive to treat our clients as we would want to be treated by putting them first. Our firm values are apparent in our interactions with our...
