Estes Financial Services, Inc.

Company:	Estes Financial Services, Inc.
Contact:	Brie Reyes CFP^®, ChFEBC
Address:	2501 Parkview Drive, Suite 228
City:	Fort Worth
State:	TX
Zip:	76102
Phone:	817-444-8402
Fax:	817-444-1351
Email:	brie.reyes@estesfinancial.net
Website:	www.estesfinancial.net

About My Practice

Brie Reyes is a well-known CERTIFIED FINANCIAL PLANNER^TM practitioner (CFP) and a Chartered Federal Employee Benefits Consultant^SM(ChFEBC).

Brie concentrates on sophisticated financial planning, investment management, retirement plan consulting and personal wealth management. She has helped take not one, but TWO companies public.

Brie's financial expertise has been sought out and quoted in the Fort Worth Business Press; where she presented cutting edge wealth enhancement strategies as a contributing writer. Brie has also been featured in the P.E.O. Record. In 2007, at the age of 25, Brie was recognized by the Fort Worth Business Press as one of its Forty Under Forty Honorees.

Brie is a member of the Leadership Fort Worth and the Junior Women's Club of Fort Worth and has held several executive offices. For the Fort Worth Hispanic Chamber of Commerce, she has served as an Ambassador, Leadership participant, and on multiple committees. Brie has volunteered on several boards of the YWCA of Fort Worth. She was a member of Texas Alliance of Energy Producers and Texas A&M Foundation's Planned Giving Council.

Brie is a graduate of Texas A&M University. When Brie is not working she enjoys photography, travel and spending time with her husband, Joaquin, son, Nathaniel, and their rescue dog, Cosmo.

Offering Advice Since

2004

Areas of Specialty

Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning
Insurance

Licenses, Certifications, Education, and Affiliations

Designations: CFP®, ChFEBC
Insurance Licenses:   Life and Annuity
Security Licenses:   Series 7 & Series 66
Education:   BS Political Science, Texas A&M University
Investment Advisor Registration: Texas

Charges to Clients for Services

Fee for financial planning (initial, hourly, and/or retainer)
Fee based on percentage of assets managed
Commissions on insurance products purchased
Trail feed on mutual funds or insurance policies
Commissions and/or loads for investment products purchased

My Association with the Office or Firm

Employee

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