We are passionate about working with our clients and want them to experience financial confidence now and in the future. We will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. We want you to feel confident that the advice we provide reflects your unique dreams and goals.
- Tim C. Satre
- Aimee Daigle, Administrative Assistant
- Misty Walters, Operations Manager
- Janice Kelley, Tax Preparer
As a Certified Financial Planner® Tim serves his clients by providing personalized service. Tim’s clients are local professionals, business owners and a collection of retired individuals from local companies. As a Certified Divorce Financial Analyst™, Tim helps divorcing couples and their attorneys examine and separate the collection of financial and tax issues specific to divorce.
After graduating from Northwest Missouri State University in 1987 with a Bachelor of Science Degree in Finance and Management Tim started his financial service career in Des Moines Iowa with Met Life. In 1991 Tim worked as a Financial Advisor with CUNA Mutual, which provides financial planning to individuals through their local credit unions. CUNA transferred Tim to Beaumont Texas where he served the members of Mobiloil Federal Credit Union. A second transfer sent him to Dallas to serve at Texins Federal Credit Union for the employees of Texas Instruments. Tim decided that Beaumont was his home, and returned to take a position providing financial planning services to the customers at Prime Bank. Tim started his own independent firm in 1996.
Tim and his wife of 20 years , Alicia, reside in the Beaumont area. They have three children – Kascy, Alec, and Julia.
- Northwest Missouri State University, Maryville, MO-1987
Bachelor of Science-Finance/Management
- College of Financial Planning, Denver, CO-1997
CERTIFIED FINANCIAL PLANNER™
- Institute of Certified Divorce Financial Analyst, Southfield, MI – 2002
CERTIFIED DIVORCE FINANCIAL ANALYST
Aimee has over ten years of experience in the financial industry. She graduated from Lamar University with a Bachelor of Science degree. She holds Series 7, 6, 63, 65, 66, and Texas Life and Health agent licenses.
Misty assists divorcing clients and tax clients with administrative services. She has over 15 years of experience in the insurance and financial services industries. She holds Series 6,63, and Texas Life & Health and Property & Casualty Insurance agent licenses.
Janice is certified to practice before the IRS as an Enrolled Agent. She has 10 years of experience in tax preparation for individuals and small business. Prior experience includes working for the State of Texas HHSC where she worked in budget and management roles. She graduated from Lamar University with a BBA in Accounting.