Briaud Financial Advisors

Description

Address: 1611 Crescent Pointe Pkwy, College Station, TX 77845 Hours: Closed ⋅ Opens 8AM Fri Thursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (979) 260-9771: : Place name: : Website: : : : Category: Website: http://www.briaud.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a questionPopular times Thursdays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 8 PM: 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Briaud Financial Advisors Posting publicly on the Web Write a review Reviews Be the first to review

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Briaud Financial Advisors Employees

Employee
Years
Job
Industry
Jan Stein Jan Stein Houston, Texas Area Details
Jan Stein's Briaud Financial Advisors Experience May 2014 - July 2014
Job Economics and Political Science Undergraduate at Rice University
Industry Financial Services
Experience
Hines  June 2015 - August 2015
Rice Management Company   November 2014 - May 2015
Rice University - Chemistry Department   October 2012 - October 2014
Briaud Financial Advisors   May 2014 - July 2014
YER  May 2013 - August 2013

Education
Rice University   2012 — 2016
Bachelor of Arts (B.A.), Economics, Political Science

Rice University   2012 — 2015
Bachelor's degree, Economics

Natalie Pine, CFP® Natalie Pine, CFP® Bryan/College Station, Texas Area Details
Natalie Pine, CFP®'s Briaud Financial Advisors Experience June 2007 - Present
Job Financial Advisor
Industry Financial Services
Experience
Briaud Financial Advisors   June 2007 - Present
Davidson Kempner Capital Management  August 2004 - May 2007
Goldman Sachs  June 2002 - May 2004

Skills
Investments

Education
Rice University   1998 — 2002
B.A., Economics, Electrical Engineering, Managerial Studies

A&M Consolidated High School

Brian O'Neal Brian O'Neal Houston, Texas Details
Brian O'Neal's Briaud Financial Advisors Experience May 2008 - June 2011
Job Account Manager at SOS Security, A Forsythe Company
Industry Computer & Network Security
Experience
SOS Security  January 2014 - Present
SOS Security  April 2013 - December 2013
Accudata Systems  June 2011 - March 2013
Briaud Financial Advisors   May 2008 - June 2011

Skills
Training, Security, Solution Selling, Risk Management, Sales, Information Security, Account Management, Computer Security, Network Security, Cloud Computing, SaaS

Education
Texas A&M University   2004 — 2006
Master of Science (M.S.), Sport and Fitness Administration/Management

Texas A&M University   1999 — 2003
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Lauryn Williams Lauryn Williams Dallas/Fort Worth Area Details
Lauryn Williams's Briaud Financial Advisors Experience January 2013 - June 2013
Job 4x Olympian
Industry Financial Services
Experience
CENTURY 21®  September 2015 - Present
Briaud Financial Advisors   January 2013 - June 2013

Skills
Critical Thinking

Education
University of Phoenix   2008 — 2009
Master of Business Administration (MBA), Business Administration and Management, General

University of Miami   2001 — 2004
Bachelor of Business Administration, Finance, General

Kimberly Breedlove Kimberly Breedlove Austin, Texas Area Details
Kimberly Breedlove's Briaud Financial Advisors Experience September 2008 - March 2011
Job Financial Assistant
Industry Financial Services
Experience
Pecan Deluxe Candy Company  March 2011 - October 2013
Briaud Financial Advisors   September 2008 - March 2011
Pecan Deluxe Candy Company  October 2000 - July 2008
Baskin-Robbins/Allied Domecq   May 1991 - September 2000

Skills
Product Development, Food Processing, Food Safety, HACCP, Quality Management, Project Management, Organizational Structure, Performance Improvement, R&D, Cross-functional Team..., Scheduling, Food Service, Quality System, GMP, Continuous Improvement, MRP, Management, Confidentiality, Team Leadership, Office Administration, Marketing, Problem Solving, Client Liaison, Food Technology, Meeting Planning, Phone Etiquette, Team Building, Database Administration, Leadership Development, Manufacturing, Food Science, Customer Relations, Appointment Scheduling, Customer Service, Inventory Management, Production Planning, Sales Presentations

Education
Texas A&M University   1987 — 1991
BS, Food Science and Technology

Roger Pine, CFA, CFP® Roger Pine, CFA, CFP® College Station, Texas Details
Roger Pine, CFA, CFP®'s Briaud Financial Advisors Experience September 2008 - Present
Job Financial Advisor at Briaud Financial Advisors
Industry Financial Services
Experience
Briaud Financial Advisors   September 2008 - Present
Pine Consulting   2006 - 2008
Infosys Consulting, Inc.   2004 - 2006
Sungard Energy Systems  2001 - 2004

Skills
Certified Financial..., Chartered Financial...

Education
Rice University   1996 — 2000
Bachelor of Science (BS), Electrical Engineering

Bret Mulvaney, CFP® Bret Mulvaney, CFP® Bryan/College Station, Texas Area Details
Bret Mulvaney, CFP®'s Briaud Financial Advisors Experience August 2006 - Present
Job Paraplanner at Briaud Financial Advisors
Industry Financial Services
Experience
Briaud Financial Advisors   August 2006 - Present
United States Air Force  August 1994 - October 1999

Education
University of Georgia - Terry College of Business
Bachelor of Business Administration (B.B.A.)

John Bohnsack, CFP® John Bohnsack, CFP® College Station, Texas Details
John Bohnsack, CFP®'s Briaud Financial Advisors Experience June 2011 - Present
Job Financial Planning Associate,at Briaud Financial Advisors
Industry Financial Services
Experience
Briaud Financial Advisors   June 2011 - Present
The Bank and Trust of Bryan/College Station   August 2009 - June 2011
Discovery Benefits  April 2008 - July 2009
Thrivent Financial for Lutherans  January 2007 - April 2008

Education
North Dakota State University   2008 — 2011
Masters, Family Financial Planning

North Dakota State University   2003 — 2007
Bachelors, Business Administration

Morgann Zimmer Morgann Zimmer Victoria, Texas Details
Morgann Zimmer's Briaud Financial Advisors Experience February 2012 - May 2012
Job Investment Advisor Representative at KMH Wealth Management, LLC
Industry Financial Services
Experience
KMH Wealth Management, LLC   January 2013 - Present
Bed Bath & Beyond  May 2011 - September 2012
KMH Wealth Management, LLC   May 2012 - August 2012
Briaud Financial Advisors   February 2012 - May 2012
Southern Swing Volleyball Club   August 2008 - March 2009

Skills
Investments, Microsoft Office, Analysis, Microsoft Excel, Customer Service, Retirement Planning, Project Management, Wealth Management

Education
Texas A&M University   2010 — 2012
Bachelor's Degree, Agribusiness, Graduate

Blinn College   2009 — 2010
Associate Degree of Science, Business

Patrick McGinty, CFP® Patrick McGinty, CFP® Bryan/College Station, Texas Area Details
Patrick McGinty, CFP®'s Briaud Financial Advisors Experience May 2011 - Present
Job Financial Planning Associate at Briaud Financial Advisors
Industry Financial Services
Experience
Briaud Financial Advisors   May 2011 - Present
Lone Star Realty  2010 - 2011
Haiku Japanese Steakhouse   2009 - 2010
Hastings Hardback Café   2009 - 2010

Skills
Retirement Planning, Retirement Savings, Estate Planning, Holistic Financial..., Microsoft Excel, Investments, Insurance

Education
Texas A&M University   2007 — 2011
BS, Business Management

Boston University   2011 — 2012
Certified Financial Planning, Financial Planning and Services

Christian Academy of Japan   2002 — 2007

Stephanie Cooper Stephanie Cooper Bryan/College Station, Texas Area Details
Stephanie Cooper's Briaud Financial Advisors Experience August 2013 - Present
Job Executive Assistant to the CEO
Industry Financial Services
Experience
Briaud Financial Advisors   August 2013 - Present
Unique Outdoor Living   May 2011 - April 2012

Skills
Customer Service, Event Management, Office Management, Strategic Hiring

Education
Texas A&M University   2010 — 2012
Bachelor's degree, Horticulture

Blinn College   2006 — 2009

Georgene Jalbuena Georgene Jalbuena Bryan/College Station, Texas Area Details
Georgene Jalbuena's Briaud Financial Advisors Experience May 2014 - Present
Job Business Operations Manager at Briaud Financial Advisors
Industry Financial Services
Experience
Briaud Financial Advisors   May 2014 - Present
Briaud Financial Advisors   January 2013 - April 2014
Rice University  May 2011 - August 2011
Rice University  May 2010 - August 2010
University of St. Thomas-Houston  May 2009 - August 2009

Skills
Problem Solving, Critical Thinking, Microsoft Excel, Mac OS, Analysis, Microsoft Office, Applied Mathematics, Research, LaTeX, Matlab

Education
Rice University   2009 — 2012
Bachelor of Arts (B.A.), Mathematics

University of St. Thomas (TX)   2008 — 2009

Peggy Sherman, CFP® Peggy Sherman, CFP® College Station, Texas Details
Peggy Sherman, CFP®'s Briaud Financial Advisors Experience August 2007 - Present
Job Financial Advisor at Briaud Financial Advisors
Industry Financial Services
Experience
Briaud Financial Advisors   August 2007 - Present

Education
Texas A&M University
Bachelor of Business Administration (B.B.A.), Management, Entrepreneurship

Texas A&M University
Master's degree, Architecture, Area of interest Urban Design

Janet Briaud, CFP® Janet Briaud, CFP® Bryan/College Station, Texas Area Details
Janet Briaud, CFP®'s Briaud Financial Advisors Experience 1986 - Present
Job President at Briaud Financial Advisors
Industry Financial Services
Experience
Briaud Financial Advisors   1986 - Present

Skills
Investments

Education
University of Ottawa / Université d'Ottawa
Master's degree

Larson Patty Larson Patty College Station, Texas Details
Larson Patty's Briaud Financial Advisors Experience May 2015 - Present
Job Intern at Briaud Financial Advisors
Industry
Experience
Briaud Financial Advisors   May 2015 - Present
AgriLogic Consulting, LLC  July 2014 - August 2014
Large Animal Practice   May 2013 - July 2013

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Time Management

Education
Texas A&M University   2012 — 2016
Bachelor’s Degree, Double Degree Agribusiness and Animal Science, Senior

Lyndsay Phillips Lyndsay Phillips College Station, Texas Details
Lyndsay Phillips's Briaud Financial Advisors Experience May 2012 - May 2013
Job Director of International Ministry
Industry Nonprofit Organization Management
Experience
A&M Church of Christ   May 2013 - Present
KOR Education School   August 2014 - Present
Briaud Financial Advisors   May 2012 - May 2013
Aliento de Vida   August 2011 - May 2012
A&M United Methodist Weekday School   July 2010 - July 2011

Skills
Customer Service, Microsoft Excel, Spanish, PowerPoint, Organization, Management, Cultural Awareness, Time Management, Project Planning, Human Resources, Microsoft Office, Teaching, Event Planning, Community Outreach, Research, Strategic Planning, Leadership Development, Organizational..., Nonprofits, Project Management, Volunteer Management, Training, Leadership, Social Networking, Program Development, Staff Development, Fundraising, Community Development

Education
Eastern University   2012 — 2014
Master of Arts (MA), Organizational Leadership

Texas A&M University   2008 — 2011
Bachelor of Arts (BA), Spanish

Universidad de Granada   2010 — 2010
Study Abroad, Spanish

Kai Sheng Kai Sheng Philadelphia, Pennsylvania Details
Kai Sheng's Briaud Financial Advisors Experience June 2012 - August 2012
Job FP&A Analyst GE Financial Management Program
Industry Financial Services
Experience
GE Power & Water  July 2014 - Present
GE Water & Process Technologies  June 2013 - August 2013
Briaud Financial Advisors   June 2012 - August 2012
Offshore Technology Conference   May 2011 - May 2011

Education
Rice University   2010 — 2014
Bachelor of Arts (BA)

Clements High School
High School

Connor Hoppe Connor Hoppe Houston, Texas Area Details
Connor Hoppe's Briaud Financial Advisors Experience May 2013 - July 2013
Job Business Strategy Analyst at Accenture
Industry Management Consulting
Experience
Accenture  September 2014 - Present
Rice University  February 2013 - January 2014
Briaud Financial Advisors   May 2013 - July 2013
Rice University  January 2012 - August 2012
Houston Endowment  May 2012 - July 2012
Rice University  August 2011 - December 2011

Skills
Stata, Microsoft Office, iMovie, Spanish, Google Analytics, Superior Work Ethic, Large-scale Event..., Visio, SPSS, Data Analysis, R, Statistics, Statistical Modeling, Public Speaking, PowerPoint, Project Management

Education
Rice University   2010 — 2014
Bachelor of Arts, Economics, Managerial Studies

The Woodlands College Park High School   2006 — 2010