As a financial advisor, I am passionate about educating and empowering you to simplify your financial life. I help families organize and manage their finances, help them grow their wealth through investments and protect their wealth with products such as life insurance and annuities, and create strategies to transfer their legacy. I will walk you through our established process, creating a personalized pathway toward achieving your goals. I will keep you informed every step of the way.
I am committed to explaining investing in terms that are easy to understand. My clients often come to me during times of transition, such as a job change, retirement, divorce, or receiving an inheritance. Our ideal client values exceptional customer service, transparency and simplicity. You have complex needs and we will partner with you, your attorney and CPA to address each facet of your individual financial picture.
For business owners, I help you manage your retirement plans, help you retain valuable employees and create strategies for business succession, growing assets and reducing taxes.
I have been in the financial industry since 1996. A graduate from U of H - Downtown in 2011 with a BA in interdisciplinary studies, I began my Edward Jones career in 2018 in League City.
As a wife and a mother, I understand what's important to you and your family. When not helping clients achieve their financial goals, I am busy with my husband, Adair, raising our 3-year-old son, Jacob, and serving our community. I serve on the Board of Directors for the League City Regional Chamber of Commerce. I am on the Texas Advisory Board for Devereux Advanced Behavioral Health. I'm also a proud member of the Rotary Club of League City.
I am committed to providing you with the highest level of personal service possible. I am confident I can help. I invite you to contact me for a complimentary consultation at (281) 282-0681.
Office Address2563 Bay Area Blvd
Houston, TX 77058
Phone NumberKristi L Trevino at (281) 282-0681
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