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Chelsea Hooker, Financial Advisor

FINANCIAL ADVISOR
Chelsea D Hooker

AAMS™
700 N Main St Ste C, Lumberton, TX 77657opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Divorce Finances
  • Energy Industry Professionals

About Chelsea

As a collegiate athlete, goal setting was essential in determining what actions needed to take place in order to achieve those goals. Determination, hard work and trusting the process allowed my team to win a Big Sky Championship in 2012. Applying these skills to the workplace has enabled me to partner with my clients and help them set personal short-term and long-term financial goals. We use an established process to build personalized strategies to help achieve what's most important to them. We revisit strategies and make adjustments as needed to ensure we are on track.

Throughout my life, helping others...

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Idaho St UniversityMBA (Masters of Bus Admin)
  • Idaho St UniversityBachelors

Personal Interests

  • Spending Time with Family
  • Sports Enthusiast
  • Personal Fitness
  • Traveling
  • Coaching Sports

Team Members

  • Kasey Foster
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(409) 755-7954

Fax

(866) 923-6207

Office Address

700 N Main St Ste C
Lumberton, TX 77657opens in a new window

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