Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Office Manager, Administrative Assistant
W. Ben Keel, Jr., RHU, RFC, CEP, is among the top employee benefit specialist in the United States. Ben has served as past President of the Houston Association of Health Underwriters, one of the largest chapters in the nation, and...
Certified Financial Planner®
W. Ben Keel, III, BBA, MBA, CFP®, ChFC®, CFE®, CLU®, CKA® was named as one of the Top Financial Planners in the Nation by Consumers’ Research Council of America* since 2008. After receiving these honors, along...
Craig is a past president of the Houston Association of Health Underwriters, a current member of the National Assoication of Independent Financial Advisors, a lifetime member of the National Association of Health Underwriters Leading...