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Shell Retirement, Trust & Investment Services offers personalized retirement, insurance and investment strategies designed to help realize a lifetime of financial security. Services include 401(k)/Pension Rollovers, Retirement Planning, Education Funding, Mutual Funds, Life Insurance, Long-Term Care Insurance, Wealth Management, Trust Services and more. Best of all, appointments are at no cost and no obligation.
For most people, achieving and maintaining financial strength is a lifetime pursuit. With Shell Retirement, Trust & Investment Services, your financial professionals are fully registered, licensed and experienced investment and retirement planning professionals who care about people, and are dedicated to helping them build financial strength and security for life.
The Shell Retirement, Trust & Investment Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.
Serving as Shell Retirement, Trust & Investment Services’ financial advisor and accessible resource is Jon Reece Thompson. Jon has been helping clients with his knowledge of College Planning, Retirement Planning Strategies and Retirement Spending Strategies since 1994. His approach is educational, to listen to the needs of his clients and provide tools assisting with known and unknown goals and risks. Jon’s consultations are no-pressure, as he lets his clients take control of the decision making. When he’s not building futures, Jon enjoys CrossFit, photography and woodworking. To schedule a no-cost, no-obligation appointment with Jon, call (713) 844-1159 or send an email.
Alicia Ellis serves as a Shell Retirement, Trust & Investment Services’ financial advisor. After joining the advisor world in 2008, Alicia’s top priority has been to know her clients and their situation to make personalized recommendations. Her approach is educational, as Alicia wants her clients to understand their investments and feel comfortable with their financial plan. When Alicia isn’t chasing financial goals, she’s a busy mother, fitness enthusiast and baker. To schedule a no-cost, no-obligation appointment with Alicia, call (713) 844-5099 or send an email.
Since 2014, financial professional Cathy McLarty, has been a great asset to the Shell Retirement, Trust, & Investment Services program. Cathy is known for her knowledge of College Planning, 401(k) Rollovers, Financial and Retirement Planning. Her approach is a no-pressure, conversational environment where she can listen and assess your needs and goals. With her relaxed consultation style, Cathy will let you take the driver’s seat in the decision making process. When she’s not building futures, Cathy enjoys working out, painting furniture and spending time with her grandchildren. To schedule a no-cost, no-obligation appointment with Cathy, call (713) 844-1120 or send an email.
Charles Sanders III began his professional financial services career in 2014 as an independent life insurance agent. He transitioned to investment services in 2016 and now serves as a financial professional for Shell Retirement, Trust & Investment Services. Passions for Charles include helping members with retirement and financial planning, education planning and 401(k) rollovers. He helps others by listening to what is important and providing personalized financial goal advice. Charles enjoys playing chess, exercising, reading and spending time with his family. To schedule a no-cost, no-obligation appointment with Charles, call (713) 844-5054 or send an email.
*Shell Retirement, Trust & Investment Services financial professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.