Chamber Women of Bay Area Houston presents: Investing 101 with Kristi Trevino

Whether you're a woman business owner, executive, manager, or employee who wants to elevate your leadership role, come spotlight your business and influence your success, join this professional group of business women to hear informative speakers on topics of interest!

May's event is Investing 101 with Kristi Trevino. 
Learn about setting investing goals, including how to develop a strategy and diversify, or, if you are already investing, get tips on investing for the long term.

Here is a little more about her:
Kristi is a passionate financial advisor dedicated to simplifying your financial journey. She specializes in helping families organize, grow wealth through strategic investments, and protect assets with insurance and annuities. Her goal is to create personalized pathways for you, keeping you informed every step of the way.

She excels in explaining investments in easy-to-understand terms, often assisting clients during life transitions like job changes, retirement, divorce or inheritances. Ideal clients value exceptional service, transparency and simplicity, with complex needs addressed through collaboration with attorneys and CPAs.

For business owners, she offers experience in managing retirement plans, retaining valuable employees and developing strategies for business succession, asset growth and tax reduction.

With a career spanning since 1996 and a BA from U of H – Downtown, she joined Edward Jones in 2018 in League City. As a wife and mother, she understands your priorities. Beyond finance, she contributes to the community, serving on the board of directors for the Texas Advisory Board for Devereux Advanced Behavioral Health and as an active member of the League City Regional Chamber of Commerce. She is committed to delivering the highest level of personal service.