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Meet our Team

Megan Smith

Michael Jimenez, CRPC®, CLF®

Kimberly Rodriguez

Executive Administrative Assistant

  Apollo Beach, FL Ph# (813) 603-4441  

 Dallas, TX Ph: (469) 502-3558

About Megan

Kimberly Rodriguez

Michael Jimenez, CRPC®, CLF®

Kimberly Rodriguez

Admin Assistant/Wealth Advisor Trainee  

San Antonio, TX Ph# (210) 393-2147 

Dallas, TX Ph: (469) 502-3552 

About Kimberly

JOEL MARIUS, RFC® - Founder

Michael Jimenez, CRPC®, CLF®

Michael Jimenez, CRPC®, CLF®

Founder, Investment Executive & Wealth Advisor

  Apollo Beach, FL Ph# (813) 603-4441  

Dallas, TX Ph: (469) 502-3552 

About Joel

Michael Jimenez, CRPC®, CLF®

Michael Jimenez, CRPC®, CLF®

Michael Jimenez, CRPC®, CLF®

Wealth Advisor

  San Antonio, TX Ph# (210) 508-0369

 Dallas, TX Ph: (469) 502-3558

About Michael

 

Securities and advisory services offered through LPL Financial, Member FINRA/SIPC.


Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AR, CA, CO, FL, IL, LA, MA, MD, OK, TX, WA.

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