Meeting/Event Information

FUNDAMENTALS OF WEALTH MANAGEMENT

February 27, 2019
12:00 PM to 1:00 PM
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Buca di Beppo Italian Restaurant
5192 Buffalo Speedway
Houston, TX 77005
https://locations.bucadibeppo.com/us/tx/houston
 Directions

 

Speakers:

Chris Nardiello

Senior Vice President | Financial Advisor

Chris joined IMG Financial Group, Inc. in July 1997 upon graduating from Texas A&M University with a BBA in Finance. Focusing on managing our clients investment and insurance portfolios we strive to understand the challenges they face while approaching their goals. This diligence extends to communicating how we believe our client experience and personalized services will differentiate us from our peers.

Jonathan Vera, CFP®

Financial Advisor

Jonathan Vera joined IMG Financial Group Inc. in 2011 after graduating with a Finance degree from Texas State University. Jonathan is dedicated to helping ensure that individuals, their families, and businesses can stay focused on the things that matter most in their lives. Jonathan can help you understand your current financial situation and give you a financial road map through wealth accumulation and management, estate planning, mitigating risk, and giving.

Daniel Feiler

Financial Advisor

Daniel Feiler joined IMG Financial Group, Inc. in 2016. He graduated with a Bachelor’s degree in International Trade and Finance from Louisiana State University. Daniel has always had a passion for teaching and enjoys educating individuals on the most efficient ways to achieve their life goals. His main objective as an advisor is to provide individuals and businesses with wealth management strategies and solution tailored to fit their particular goals and needs.

 

Tickets

$5.00 Members & Guests

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