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Shell Retirement, Trust & Investment Services* offers personalized retirement, insurance and investment strategies designed to help realize a lifetime of financial security. Services include 401(k)/Pension Rollovers, Retirement Planning, Education Funding, Mutual Funds, Life Insurance, Long-Term Care Insurance, Wealth Management, Trust Services and more. Best of all appointments are at no-cost and no-obligation.
For most people, achieving and maintaining financial strength is a lifetime pursuit. With Shell Retirement, Trust & Investment Services your financial advisor is a fully registered, licensed and experienced investment and retirement planning professional who cares about people, and is dedicated to helping them build financial strength and security for life.
Jon Reece Thompson
Serving Shell FCU Members from the Deer Park, Pasadena, LaPorte, Pearland and Bay Area branches
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Serving as Shell Retirement, Trust & Investment Services’ Financial Advisor and assessable resource is Jon Reece Thompson. With 20 years of experience, Jon is known for his expertise in College Planning, Retirement Planning Strategies and Retirement Spending Strategies. His approach is educational to listen to the needs of his clients and provide tools assisting with known and unknown goals and risks. Jon’s consultations are no pressure, as he lets his clients take control of the decision making. When he’s not building futures, Jon enjoys CrossFit, photography and woodworking. To schedule a no-cost, no obligation appointment with Jon, call (713) 844-1159 or send an email.
Jodie M. Smith
Serving Shell FCU Members from the Woodforest, Wilson and Spring branches
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Helping you reach your financial goals is Jodie’s number one objective. She wants to help you make sound financial decisions consistent with your comfort level, time-line and goals. The end result will be a strategy designed to help you build, protect, use and transfer assets in the most advantageous way. Jodie has been in the financial industry for over 16 years and is passionate about working with credit union members, their family and their friends. Her and her husband are blessed with two children. As a family they enjoy many outdoor activities and spending time with family and friends. Jodie was born and raised in Alaska and she is looking forward to serving the members of our community here in Texas. To schedule a no-cost, no obligation appointment with Jodie, call (713) 844-0305 or send an eMail.
*Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA / SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Trust Services are provided through MEMBERS Trust Company. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.