Donald L White, CLU®, CFP®

Wealth Management Advisor

Staff

I hold my team to the highest standard.

We highlight the importance of taking care of each and every one of our clients. To build lasting relationships. Together, we are committed to providing exceptional customer service in order to ensure that all your needs are met.

If you wish to shedule an appointment, make changes to your policy, submit a claim or any other service we provide; please feel free to contact us and we will respond promptly. If it is something we don't handle directly, we are more than happy to help find the answers.

As a team, we are here for you!

 

Patricia Ann Perez

Client Service Manager
Office 713-266-0775
 

Krupali J Laxmidas

Marketing/Client Relations Manager
Office 713-266-0775
 
 

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