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
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
Life & Health Insurance Professional, Index Insurance Solutions
Miguel has a Bachelor’s Degree in Business Finance from the University of Texas in El Paso. Miguel graduated from the University of Texas in 2014 and became a Licensed Insurance Agent a year later. Miguel is Bilingual & fluently speaks Spanish. He is licensed in multiple states & lives in Austin, TX. Miguel has a wife & daughter, named Paloma & Monica.
Lorenzo Quevedo
Life & Health Insurance Professional, Index Insurance Solutions
Lorenzo is from El Paso, Texas where he received his Bachelor’s in Business Administration at the University of Texas. Lorenzo is Bilingual & speaks Spanish fluently. Lorenzo recently moved to Austin, TX and has a passion for serving his clients
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.
