Experience matters
Kim R. Sheets, CFP®, ChFC
First Vice President - Wealth Management
Wealth Advisor
Director, Branch Manager
CERTIFIED FINANCIAL PLANNER™
361-884-9966
800-765-4430
800 North Shoreline Boulevard
Suite 160
Corpus Christi, TX 78401
Pursue your goals with confidence
Whether you are looking to make a successful transition in your personal life or craft a better wealth plan for meeting life’s milestones, you can rely on our team to get you there. For more than 30 years, through all types of market cycles, our clients have trusted our advice to give them clarity and confidence for the future. Our relationship has many dimensions—from financial advocacy and risk management to accessibility and communication. We’re focused on a single goal—your financial well-being today and for generations to come.
“We want you to succeed at every level of your financial life and we have the experience, insight and expertise to support you each step of the way.”
— Kim R. Sheets
A multidimensional relationship meets multiple priorities
Financial advocacy
“Stable and consistent, we’re guided by integrity in all that we do. That will never change.”
Risk management
“Our job is to respond, not react.”
Consistent communication
“Our clients want the comfort of knowing that their financial life is a top priority for us. That’s why we keep you informed at all times.”
My perspectives
Insights