Dossier – Sanger & Altgelt
Heather Haynes, ARM, ACLC, President What types of clients do you work with? I work with a wide spectrum of clients across Commercial, Personal, and Life and Health insurance, partnering with individuals and organizations that value expertise, clarity, and a proactive approach to protecting what they have built. My clients include […]
Dossier – Jefferson Bank
Discover the Distinction of Private Banking at Jefferson Bank What type of clients benefit from having a Private Banker? We cater to diverse situations: family offices, complex businesses pursuing personalized services, or wealthy families seeking approachable advisors. We understand the unique requirements of multi-generational family businesses, women, professionals, and entrepreneurs, so we […]
Dossier – Kin Wealth
Rebecca Boyd, CWS®-CEO and Founder of Kin Wealth | Victoria Martinez, CFP®, Financial Advisor How do you tailor your financial strategies to fit each client’s goals and lifestyle? Rebecca: At Kin Wealth, we start by listening. Every family has its own story, values, and priorities, and our job is to understand those […]
Dossier – Armand Financial
Think Net Tailored Wealth Solutions Sarah A. Ramirez, President A Strategic Merger Built on Family, Excellence, and Growth Sarah A. Ramirez, a Forbes-recognized Top 50 advisor and founder of Armand Financial, has joined forces with her husband, Gerardo “J.J.” Ramirez Jr., Head of Agency and CEO of Think Net Tailored Wealth Solutions. Together, […]
Dossier – Frost Bank
Cindy Snyder, Vice President, Private Banking Gloria Connor, Vice President, Private Banking Regina Garza, Wealth Advisor, Wealth Management, (Not pictured) Maralessa Gonzales, Assistant Vice President, Private Banking How do you tailor your financial strategies to fit each client’s goals and lifestyle? Wealth management allows me to build meaningful relationships with clients […]