The Dossier

Dossier KFORD JulAug25 DT1 5321 kford FINAL

Dossier – theKFORDgroup

  Kim Ford Vision, Values, and Compassionate Leadership   Kim Ford leads theKFORDgroup with a clear vision grounded in service, trust, and compassion. She is passionate about empowering clients by understanding their unique challenges and helping them navigate every stage of their financial journey. Her focus on personalized planning spans ...

Read More
Dossier Frost Bank JulAug25 DT1 5205 frostbank FINAL

Dossier – Frost Investment Services

  What is your specialization in the financial services industry? I provide personalized, relationship-based guidance with a strong focus on understanding each client’s goals, challenges, values, and unique financial situation. – Misty Thompson, Wealth Advisor   What do you love most about working in financial services? I truly enjoy working ...

Read More
Broadway Bank

Dossier – Broadway Bank

  Left to Right: Elizabeth Strait, Wealth Advisor; Sarah Hansen, Trust Advisor; Julie Hardaway, Director of Trust & Specialist Advisory Services; Monica Bonilla, Estate Settlement Specialist; Casey Seitz, Wealth Advisor   What is your specialization in the financial services industry? Broadway Bank Wealth Management is a full service team made ...

Read More
Dossier Jefferson Bank JulAug25 DT1 4223 jeffersonbank FINAL

Dossier – Jefferson Bank

Racheal Centeno Senior Vice President, Treasury Management Sales Officer   What is your specialization in the financial services industry? I specialize in Treasury Services for Business and Corporate customers, focusing on cash management, liquidity optimization, payment and receivables processing, fraud prevention, and customized financial reporting. My goal is to help ...

Read More
Haute in Texas Agency photo

Dossier – Haute In Texas

Haute In Texas Aquila Mendez-Valdez, Haute in Texas     What services do you offer?   Haute in Texas is an award-winning agency where savvy public relations meets passionate digital presence. For over 10 years, we’ve honed our expertise in understanding how factors like brand awareness, reputation, and online presence ...

Read More

Subscribe to our

E-Newsletter