我们的团队

Managing Partner and founder of 日博best365下载公司LC, 注册投资咨询公司.
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After graduating from college with a degree in Business Administration, 迪克 joined the Marine Corps and became a Naval Flight Officer. After serving a tour in Vietnam with over 285 combat missions in F-4 fighters, 迪克 left the Marines as a Captain in 1971 and began his career in the financial services industry. In 1985, his entrepreneurial spirit saw the overwhelming need to assist individuals who were facing retirement and formed 日博best365下载公司LC, a Wealth Management firm specializing in retirement income planning. 迪克 has held the designation of Certified Financial Planner® since 1989, and has been a member in good standing of both the local and national Financial Planning Association since 1983.
 
​On a personal side, 迪克 has been married since 1982 to his wife and business partner Suzi. 在业余时间, 他喜欢旅行。, 打高尔夫球, 他们住在糖地, TX, 休斯顿的郊区, TX.

Suzi is the 副总统 and co-founder of 日博best365下载公司LC. 她和她的丈夫, 迪克, established SAS 有限责任公司 in 1985 and she has played an integral part in the development of the company. Her main focus in the organization is office management and in the business operations of the company.
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On a personal note, Suzi enjoys spending time with her family and friends. She also loves 打高尔夫球, entertaining, and traveling with her husband and business partner, 迪克. 她不在办公室的时候, she is active and on the Board of Sugar Creek Country Club’s Women’s Association.

杰里米, a Certified Financial Planner® practitioner and Senior 财富顾问, provides comprehensive and goals driven financial planning and investment management advice. 他于2006年毕业于德克萨斯理工大学, with a Bachelor of Science in Personal Financial Planning.
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杰里米 came to SAS 有限责任公司 with work experience from United Capital Financial Advisors, A.G. 爱德华兹和罗纳德·布鲁等人. In addition to being a Senior 财富顾问 to clients, 杰里米 is also 副总统 of Operations and Chief Compliance Officer of 日博best365下载公司LC.
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杰里米’s hobbies include hunting, fishing, and mountain biking. 他和妻子住在一起, 茱莉亚, 他们的女儿伊莎贝拉(伊兹), 亚历山德拉(艾莉), 麦迪逊(麦蒂), 还有他们收养的狗, 赛迪和达科塔.

财富顾问

迈克尔·威林 joined the team at 日博best365下载公司LC in February of 2017 and serves as a Wealth Manager. 在这个角色中, Michael works closely with clients to provide customized financial planning and investment management solutions that align with their individual objectives, 无论是为退休储蓄, 资助教育, 或者管理投资.  He takes pride in building long-lasting relationships based on trust, 透明度, 相互尊重.

Michael holds a Bachelor's in Marketing from Texas A&米大学, a Master of Theological Studies from Shepherd's Theological Seminary, and is currently pursuing his Certified Financial Planner® certification. He continually seeks to stay ahead of industry trends and enhance his skillset through ongoing education and professional development.

办公室之外, 迈克尔是个狂热的猎人, 在当地教堂服务, 他喜欢和家人一起出去玩.

Pam joined 日博best365下载公司LC in 2000 and is our most tenured employee. She is SAS 有限责任公司’s 第一印象总监, and came to work for the firm after retiring from AT&她在T公司做了34年的经理. 作为第一印象总监, Pam will be there to assist you with any need when you arrive at our office. She will greet you with a warm smile and pleasant conversation.​

Pam has been a long time resident of Houston and our clients say she has the friendliest voice in town. 帕姆最喜欢的消遣包括阅读, 看电影, 听有声书, 购物, 花时间和朋友在一起.