Brian M. White Email & Phone Number

Houston, Tx, Us

Houston, Texas Area

A mutual insurer founded in 1860, The Guardian Life Insurance Company of America and its subsidiaries sell life, long term care insurance, disability income, group medical and dental insurance products, and offer 401(k), annuities and other financial products. Guardian operates one of the largest dental networks in the United States, covering more than six million employees and their families at 120,000 companies. The company has more than 5,400 employees in the United States and a network of over 3,000 financial representatives in more than 80 agencies nationwide.

Houston, Texas Area

At Wealth Design Group we utilize an innovative internet based platform to examine these “real cost of living” factors, provide solutions to common financial symptoms, and create instant organization by offering a wide angle view of a person’s entire financial picture. This platform is referred to as The Living Balance Sheet®. It’s an organizational tool forged from a philosophy which states people cannot really be financially secure or successful without conserving important economic factors as they make their various financial decisions. The technology guided by a Wealth Design Group Associate, delivers a unique and powerful message through the proper fusion of philosophy, financial design strategy, and technology.

St. Croix International Ironman

I am actively involved with helping raise funds through different events for cancer research and benefit of the LLS

Kingwood, Texas

Gather and analyze clients needs pertaining to Insperity's 401(k) Plan, services and day-to-day operations. Manage general client issues and specific projects: de-conversions (transfers plan to plan), plan amendments, calculating profit sharing contributions. Help grow client base by annual 16%, and increases overall portfolio by 3 Billions in assets.

Houston, Texas Area

At Wealth Development Strategies, L.P., we offer comprehensive financial planning services, as well as other investment advisory services* to both individuals and business professionals. Our associates have the expertise, qualifications and experience to handle your financial needs and objectives regardless of their size, complexity or sophistication.Wealth Development Strategies L.P., whose history dates back to 1969, is a true reflection of Houston, Texas and its rich and diverse culture. At our firm, we utilize the cumulative experience and expertise of our associates and staff to better serve our clients. We are committed to excellence and foster an innovative and creative planning environment in which our advisors deliver careful analysis, insightful recommendations and objective solutions.

Develop and cultivate client base while maintaining current client plans up-to-date, also recruiting new clients on an ongoing basis. Analyze investment opportunities and client needs through periodic reviews to determine if there have been changes in their financial status, and recommend appropriate strategies. While building client relationships based upon developing strategies to address their financial goals through the use of financial planning and wealth management software.

Responsibilities endless, with this being an all men’s private golf club that has 250+ high-end members, with only the staff of Director of Golf, Head Professional, and myself, one could not limit his job field to only certain duties and neglect everything else. One in this position must be able to achieve any requirement asked of them.

Assisting Head Golf Professional with the daily operations, entering and coding invoices, ordering merchandise and hard goods, managing the tee-sheets, e-mailing members to increase revenues for the course and company. Helping in all aspects of the course from cart barn operations, outside maintenance, inside golf shop, which would include opening and closing shifts, scheduling the outside staff of 20, running the golf shop operations, running and organizing tournaments, and assisting the Head Golf Professional with his daily operations.