Financial Advisor, The Reaves Agency
Dallas/Fort Worth Area
Financial Advisor, The Reaves Agency
Dallas/Fort Worth Area
* Group Benefits Services – With over 25 years of experience, this is one of The Reaves Agency's (TRA's) specialties. Group health insurance audit, design, implementation and service; qualified and non-qualified retirement plan design and maintenance. Superior service is our differentiator.
* Business Succession Planning – From funding buy-sell agreements to full scale business continuation consulting TRA can assist based on the needs of the client. Key Man Life & Disability Insurance; Buy-Sell Agreement Funding Flash valuation services, exit strategy coaching, client relationship and knowledge transfer are key tools we employ based on client needs.
* Key Executive Benefit Planning – We assist companies get creative in designing executive bonus/benefit plans. Non-qualified retirement plans; Deferred Compensation Plans, High Limit Disability, High Limit Accidental Death, Kidnap & Randsom, etc.
* Estate Planning – From solving for income replacement needs to high level estate planning needs. We can form a team of experts around the client to satisfy their planning wishes. Able to audit existing trust owned life insurance for goal and cost effectiveness (Life Insurance Audit). Asset Protection Services, Premium Financing, Life Insurance Settlements, etc.
I specialize in crafting strategic solutions for my clients in the areas of business continuation, estate planning, asset protection, deferred compensation and income protection. I have been serving my clients in the business owner and affluent market since 1999.
(Non-Profit Organization Management industry)
July 2005 — Present (4 years 1 month)
**The vision of By His Design Ministries is that the kingdom of God would be advanced by boys and girls who know Christ and understand themselves as unique creations in Him.
**The work of By His Design Ministries is to connect young people to Christ and instill godly masculinity in boys and godly femininity in girls through gender specific ministries.
Currently, By His Design Ministries is focused on providing two gender-specific summer camps each July:
* Girls Getaway (Co-Directed by Meredith Wiskur & Ellen Loveless) - for girls who have just completed 1st grade through 6th grade. See our site at http://www.girlsgetawaycamp.org.
* Warrior Week (Co-Directed by Matt Wiskur & Jason Loveless) - for boys who have just completed 2nd grade through 6th grade. See our site at http://www.warriorweekcamp.org.
(Financial Services industry)
August 1999 — Present (10 years)
* Holds NASD/FINRA Series 6, 7, 63 and 66 licenses; Group 1 and General Lines P&C insurance licenses.
(Public Company; Financial Services industry)
1998 — 1999 (1 year)
(Public Company; Financial Services industry)
1994 — 1998 (4 years)
(Government Agency; Military industry)
June 1993 — January 1996 (2 years 8 months)
(Government Agency; Military industry)
January 1988 — June 1993 (5 years 6 months)
BA , Journalism , 1988 — 1994
Men's Ministry, Children's Ministry, Short Term Mission Trips, Backpacking
Co-Founder and Co-Director, By His Design Ministries (www.byhisdesignministries.org)
(www.warriorweekcamp.org)
Member, Dallas Estate Planning Council (www.dallasepc.org)
Member, Texas A&M Planned Giving Council (www.tamu.org)
Member, Texas A&M Former Students Association
Member, Texas Aggie Corps of Cadets Association (www.corpsofcadets.org)
Member, Chase Oaks Church (www.chaseoaks.org)
Facilitator, Loveless Life Group (Murphy, TX area) for Chase Oaks Church