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Our Team

Meet Violetta Propps

Violetta, our licensed Financial Advisor with extensive work experience, is committed to helping you navigate the complexities of the financial landscape by developing a personalized financial strategy tailored to your unique goals and aiming to achieve long-term financial success.

Violetta Propps

Financial Advisor

(409) 241-2264

Violetta focuses on providing highly individualized member service and offers financial solutions to help individuals and their families pursue outcomes that are personally meaningful. Violetta advises members on wealth...

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“As your trusted Financial Advisor, I prioritize integrity and transparency, dedicating myself to
helping you achieve your financial goals using cutting-edge technology, timely market insights,
and a proven financial planning process”

Secure Your Financial Future

Services on financial topics include:

  • Financial and Investment Planning
  • Retirement Planning and Strategies
  • Estate & Multigenerational Planning, Wealth transfer
  • Strategic High Net Worth Planning & Wealth Management
  • Risk Management and Portfolio Analysis
  • Retirement Plan Rollover Solutions:
    401(k), Pension Rollovers, IRA transfers
  • Personalized Investment Strategies
  • Spectrum of Investment Options:
    Stocks, Bonds, Mutual Funds & ETFs, Active Management solutions, Alternative Investments, Life & Long-Term Insurance, Annuities.
  • Tailored College Savings Strategies:
    529 Plans & Custodial Accounts

When do I need a Financial Advisor?

A specific life event may prompt you to seek professional financial planning guidance. In these situations, a financial professional can help you make objective, rather than emotional decisions. Such events might include:

  • Preparing and Planning for Retirement
  • Career Changes: navigating job transitions, promotions, or starting a business.
  • Loss of a Loved One: managing finances after a death of a spouse or family member.
  • Inheritance: managing sudden wealth or assets passed down.
  • Divorce: financial adjustments during or after divorce.
  • Parenthood: planning for children’s education, healthcare, and overall well-being.
  • Marriage: combining finances and planning for joint goals.
  • Homeownership: buying a home involves significant financial decisions.
  • Health Challenges: dealing with unexpected medical expenses.
  • Education Expenses: funding higher education for yourself your children.