Our Company Values
For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.
- People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
- Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
- Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
- Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)
Bryant Wilson
Founder, Life & Health Insurance Professional, Index Insurance Solutions
Bryant attended Texas State University where he received a Bachelor’s degree in Exercise Science in 2006. Bryant then went on to get his MBA from Capella University in 2016. Bryant has been a Licensed Insurance Agent since 2018 & is passionate about his family, community and the insurance industry.
Miguel Barreda
Founder, Life & Health Insurance Professional, Index Insurance Solutions
Miguel attended the University of Texas in El Paso where he received his Bachelor’s degree in Business Finance in 2014. In 2015, Miguel started his career in the financial services industry as a Licensed Insurance Agent. In 2020, he became an independent broker specializing in retirement solutions and co-founded Index Insurance Solutions with Bryant. Together they take on an educational approach to help their clients understand the main financial realities they will face in retirement and how to plan for them. Miguel is bilingual & fluently speaks Spanish. He is licensed in multiple states & lives in Austin, TX with his wife and two daughters.
Paloma M. Quevedo
Administrative Assistant and Operations Manager, Index Insurance Solutions
Paloma attended Texas State University where she received a Bachelor’s degree in English in 2020. She is currently in the process of finishing her Masters degree at Texas State University. Paloma uses her superior communication and organizational skills to bring efficiency to the company’s operations and customer experience. Paloma lives in Austin, TX with her two daughters and husband.
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.
