We are pleased to announce several officer promotions: Phyllis L. Joe, JD, LLM, Client Relationship Officer, is promoted to Vice President, Lead Wealth Planner. Phyllis holds an LLM in Taxation and has achieved Board Certification in Estate Planning and Probate Law. In her new role, Phyllis will advise on sophisticated estate and wealth planning strategies…
September 10th is the official peak of hurricane season. After a slow start to this year’s storm season, activity is picking up in the Atlantic with Hurricane Florence approaching the east coast, Tropical Storms Isaac and Helene churning further offshore, and a low-pressure blob strengthening in the Caribbean Sea. In anticipation of potential adverse weather,…
We are excited to announce that the Houston Business Journal has awarded Sentinel Trust as Houston’s Top Wealth Management Firm for 2018.
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TAGGED: Financial Planning, houston, investment adivsor, wealth management, Wealth Planning
We would like to congratulate Mark P. Sparano, CPA for his election to our Board of Directors.
