I have served the Hallettsville and surrounding areas for over 17 years as a financial advisor. I graduated from Texas Tech University with a B.B.A in finance in 1993.
I enjoy working with clients to understand what is important to them and what their financial goals are. I believe it's important to understand the level of risk a client is comfortable with and to create a personalized strategy to help them achieve their unique goals.
My ideal clients are those that want to carefully and thoughtfully work towards their financial goals that range from retirement planning to estate considerations.
I truly enjoy helping and serving others. I have served our community in the past as a board member of the Chamber of Commerce and currently serve as a board member for the Hallettsville Independent School District.
Heather and I have two daughters, Lauren and Trinity. We have three "furry daughters", Sayde, Elsa and Sophie, who are our pugs.
Trish Klesel, my branch administrator, and I are looking forward to working with you to help you achieve your goals. Please give us a call at 361-798-1143 to learn more about how we can serve you.
My Personal Interests
- Scuba Diving
Office Address426 N Texana
Hallettsville, TX 77964 opens in a new window
Phone NumberRobert Lundy at (361) 798-1143
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