
Brice Milliorn
Brenham, TX 77833 opens in a new window call Brice Milliorn at (979) 836-1730 call Brice Milliorn at Call Me Email Me
WHAT WE DO?
Our team has developed and refined a process to help our clients put all the pieces of their financial puzzle together and we engage our clients other service providers to contribute to the complete picture.
It’s a dynamic, pro-active process that adapts as clients lives and needs evolve, helping them to look to the future with anticipation as opposed to apprehension.
WHY WORK WITH US?
Our goal is to help you control what you can, recognize what you can’t, and plan for what matters to you and your family.
WHAT MAKES US DIFFERENT?
I'd have to say it would come down to our people, our practice and our process.
Our people have all the technical skills you would expect. We love what we do and we're good at it, but we don't stop there.
We take a lot of pride in adopting an array of best practices that create a consistent client experience.
Then there's our process that we've developed and refined over the years, one that puts every piece of the puzzle together and engage with our clients other service providers, so that our clients have the complete picture.
So, our people, our practice and our process are what make us different.
Focus areas
- Portfolio Reviews
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Insurance & Annuities
- Business Retirement Plans
Focus Areas
- Portfolio Reviews
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Insurance & Annuities
- Business Retirement Plans
My Personal Interests
- Volunteering
- Spending Time with Family
- Technology
- Traveling
- Football
Personal Interests
- Volunteering
- Spending Time with Family
- Technology
- Traveling
- Football
Office Information
Phone Number
Brice Milliorn at (979) 836-1730Branch Team
- Melanie Goodwin
- Sr. Branch Office Administrator
- Megan McCoy
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:00PM |
Monday | 08:00AM - 04:00PM |
Tue | 08:00AM - 04:00PM |
Tuesday | 08:00AM - 04:00PM |
Wed | 08:00AM - 04:00PM |
Wednesday | 08:00AM - 04:00PM |
Thu | 08:00AM - 04:00PM |
Thursday | 08:00AM - 04:00PM |
Fri | 08:00AM - 03:00PM |
Friday | 08:00AM - 03:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:00PM |
Monday | 08:00AM - 04:00PM |
Tue | 08:00AM - 04:00PM |
Tuesday | 08:00AM - 04:00PM |
Wed | 08:00AM - 04:00PM |
Wednesday | 08:00AM - 04:00PM |
Thu | 08:00AM - 04:00PM |
Thursday | 08:00AM - 04:00PM |
Fri | 08:00AM - 03:00PM |
Friday | 08:00AM - 03:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Connect on Social
Branch Team
- Melanie Goodwin
- Sr. Branch Office Administrator
- Megan McCoy
- Sr. Branch Office Administrator
Branch Team
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