Proper wealth planning requires a thoughtful, comprehensive approach for your short or long-term strategy. The tax and retirement suggestions I develop influences the choices I present. Investing does not have to be complicated, yet we can offer any type of investment from A to Z to implement your strategy. No two investment portfolios are the same.
Variable economic/market conditions require that most people shouldn’t allow daily headlines to modify their investment objectives, especially for longer term horizons.
What differentiates me from others is that I make house calls: I’ll come to you on your schedule. The effective use of planning scenarios and navigating the maze of different products can be daunting, but as a team, you and I make choices that may be best for your goals. Regular communication is the glue of our relationship.
After a 25 year career in the downstream energy business, I’ve been providing planning and investment advice to individuals, especially ‘head of household’ women (divorced/widowed) and business owners for more than 20 years. I enjoy big cat photography, travel and gardening when I’m away from my office.
State Securities Law ExamSeries 63 – Uniform Securities Agent State Law Examination
General Industry/Products ExamSIE – Securities Industry Essentials ExaminationSeries 7 – General Securities Representative Examination
Series 7 and 63 held through LPL Financial.
State RegistrationsCalifornia, Florida, Georgia, Louisiana, Montana, New Mexico, North Carolina, Oklahoma, Oregon, Texas, Washington
With over 26 years of managerial experience, Jenn Moore possesses a comprehensive background in operations, account, and sales management. Throughout her professional journey in the financial industry, she consistently delivers excellent service and cultivates valuable relationships with her colleagues.
Outside the office, Jenn finds fulfillment in spending quality time with her adult children during family game nights. She also enjoys outdoor activities such as cycling with her husband and cherishes moments with her Rhodesian Ridgeback, Charlie.
Tomiko Arthur has been in the financial services industry for over 25 years. Beginning with a Broker- Dealer as a Licensing temp and developing a love for Finance, it evolved into a lifelong career. She currently holds a Series 65 license, a Texas Life and Health insurance license, and the SIE.
She has gained knowledge and experience from a wealth of financial institutions, including a State Bank, a National Clearing Firm, boutique wealth management firms, and a Trust company, serving in various roles and capacities, always with a focus on concierge-level client service.
Tomiko is originally from Southern Louisiana and has called Houston home for many years. She graduated high school locally and attended Texas A&M University, where she joined her beloved sorority, Zeta Phi Beta, Inc., which is known for service to others, and she continues to volunteer in that spirit.
She is a mom to three wonderful boys. She is currently on the Board of Directors of her Homeowner’s Association and has been an active community member for over 20 years. Tomiko also enjoys mentoring youth through her Church.