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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 advisors are fully registered, licensed and experienced investment and retirement planning professionals who cares about people, and are dedicated to helping them build financial strength and security for life.
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.
Alicia Knape serves as a Shell Retirement, Trust & Investment Services’ Financial Advisor. With 11 years of experience, Alicia gets to know her clients and their situation to make personalized recommendations. Her approach is educational, as Alicia wants her clients to understand their investments and feel comfortable with their financial plan. When Alicia isn’t chasing financial goals, she’s a busy wife, mother and dog mom of two Labradors. She enjoys cooking, baking and exercising. To schedule a no-cost, no obligation appointment with Alicia, call (713) 844-5099 or send an email.
Shell Retirement, Trust & Investment Services Advisors are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. 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.