Focus Areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Wealth Strategies
- Entrepreneurs & Business Owners
Certifications
CEPA®
Certified Exit Planning Advisor®
Personal Interests
- Spending Time with Family
- Golfing
- Personal Fitness
- Reading
Team Members
- Stephen KochAssociate Financial Advisor
- Rhonda MeekRegistered Branch Associate
- Syndal MorrisRegistered Branch Associate
- Lisa LampleySr. Branch Office AdministratorFPQP®
- Gabrielle HoughBranch Office Administrator
- Leslie SchroederBranch Office Administrator
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Mon | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Fri | 08:00AM - 03:00PM |
Fri | 08:00AM - 03:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Mon | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Fri | 08:00AM - 03:00PM |
Fri | 08:00AM - 03:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Phone
(361) 576-0178Fax
(888) 749-7926Office Address
1501 E Mockingbird Ln Ste 102Victoria, TX 77904opens in a new window
Mailing address
P O Box 3587Victoria, TX 77903
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