New Braunfels Herald Zeitung (Newspaper) - April 3, 2005, New Braunfels, Texas
Page 6A — Herald-Zettung — Sunday, April 3, 2005
Wealth Preservation Advisors helps people manage belongings
By Scott Mahon
Donna Byrd started her financial advisor’s career 15 years ago in Dallas. In 2000, she opened her own office in New Braunfels.
Today, her firm, Wealth Preservation Advisors, serves clients as far away as Laredo.
A Certified Financial Planner, Byrd has extensive experience with securities, estate planning and wealth management.
Originally from Eastland near Abilene, Byrd earned her bachelor’s degree in accounting from North Texas State University in Denton in 1974.
She spent 15 years in the accounting profession.
“Accounting is historical in nature,” she said. “I wanted to look forward, to help people plan for their future.”
In 1984, she and her husband, Jack, moved to New Braunfels.
“I had a 14-year-old daughter, and I wanted a more rural environment for her,” she said. “I’d been to New Braunfels before, and I kind of fell in love with the area.”
In 1985, Byrd joined Cigna Financial Advisors in San Antonio and completed their financial training program.
After three years, she left Cigna and opened her own office in San Antonio.
“I love being able to offer my clients unbiased products and impartial advice to help them work towards their goals,” she said. “I chose to become independent because I realized the value of objectivity both for me, and for my clients. So being independent gives me the freedom to work with each client in the way that they want to be worked with."
Byrd said she serves basically two markets, clients who have a net worth in excess of $2 million, and sen-
Gattuso Distributing expands its business.
iors who have accumulated a net worth of anywhere between $500,000 and $1 million.
“But I was surprised to learn that today, women have become the financial center of most families,” she said. “They make most of the decisions, so Ive moved my focus more toward women.” Byrd said she offers a financial seminar for women called Financial Self Defense For Women.
“Studies show that women are better investors than men,” she said. “Plus, women statistically outlive men and have to rely on themselves in their senior years.”
Byrd said she uses a network of financial specialists to help solve problems.
“I can put my clients in front of brilliant and innovative professionals in South Texas to help solve a particular problem, whether it involves probate matters, real estate or
Donna Byrd works on managing finances on her computer. Her firm, Wealth Preservation Advisors, serves clients as far away as Laredo.
Byrd said she never approaches a financial problem with a particular product.
“Unlike many of the large firms, I’m able to really listen to my clients’ needs and their desires," she said.
Byrd said today’s investment climate has never been more exciting or challenging. “To take advantage of all
the available opportunities, investors need two tilings, an understanding of which products are most appropriate for their situation, and a relationship with a trustworthy professional who has a clear understanding of each investor’s needs.”
The financial areas that Byrd advises clients on include:
■ retirement planning;
■ long-term care insurance;
■ estate planning;
■ pension and 401 (k) rollover planning and account management;
■ retirement distribution strategies; and
■ group benefits.
For information, call (830) 606-2833, or 800-337-2973.
Gunderson receives membership in Leadership Council for PIANCO
Gregory N. Gunderson, a registered representative with Sunset Financial Services, Inc., in New Braunfels, has earned membership in the 2004 beadleship Council for BLANCO, a wholesaler of investment and insurance products for The Hartford.
Leadership Council memberships are reserved for those representatives who produce over $1 million in Hartford Leaders sales in a calendar year.
Gregory has assisted clients with their investment and retirement planning by strategically matching their needs with appropriate investment products. Using investment products offered by The I lartford, Gregory has helped clients manage their assets more efficiently, work to outpace inflation, plan for a lifelong income stream, and prepare to pass assets on to their beneficiaries. Products like I lartford Leaders suite of variable annuity products — all marketed through PLANCO — have been instrumental in helping clients satisfy their short and long-term investment needs.
By determining which of these products best suits client investment objectives, risk tolerance, time horizon and tax situation, PLAN( X) Leadership Council members are work
ing to help lead people down the road to a bright future.
Leadership Council members, by using the marketing materials, wholesaling resources, and the services of The I lartford and PLANCE) to their fullest potential, not only make the selling process smoother but are also able to make the client feel more at ease.
That is what Leadership Council members like Gunderson do best.
Lewis, Sfyeckman recognized in top ten at CBDHR awards ceremony The CBDHR annual awards ceremony was held Feh.17 at the Club at Sonterra. A breakfast buffet was served and die theme for this year was a Circle of Stars.
The Top Residential Sales Office was the Northwest Office located at 15503 Babcock Rd Ste. IO, the office is managed by Steve Silver. The No. I sales sssociate was Missy Stagers, who is afflated with the Northwest Office.
Other sales associates named in the top IO were Roland Flores, Karen Nolan and Rhonda Bourget all with the Northwest Office, Margaret Davis and Pat Combs with the North Central Office, Mary Ann Rhodes with the Northeast office, Frances Ross with the Sigma office and Frances Lewis and Luke Speckman, who ranked No.
2, with the New Braunfels office. The rookie of the year award was presented to Dea Drif-fill with the Northwest Office.
“ W e think all are sales associates and employees are stars and the annual awards cer-•e rn o n y gives us the opportunity to show how bright
E they shine.
| We would-
---- n-t ke t^e
^uke. No. I Real
Company in San Antonio without all the hardwork and dedication of our Sales Associates" noted D’Ann Harper.
Barnard Donegan Insurance named a top Insurance Agency SEGUIN — Honoring its more than three decades of excellent service to the businesses and families of South Texas, Barnard Donegan Insurance was recently named an inaugural member of the Safeco ILK. Dent Society, an exclusive organization established this year
The citizens of New Braunfels and District 6 deserve better representation.
Our current council member has had little impact in District 6 as a whole, which has resulted in not enough being accomplished in the last three years to benefit District 6 and the City of New Braunfels.We can do BETTER... It's time for a CHANGE. Do we want three more years of the same!
Issues that need attention NOW in District 6:
• Better quality control oversight of new street construction and timely repair of our current streets
• Drainage that actually works
• Reassessment of public safety needs so that they are in line with current population growth.
My campaign is community oriented, lf you have any questions or concerns, and would like to be a part of our campaign effort, contact me at (830) 606-5685.Make Your Voice Heard - VOTE for Positive ACTION Vote LYNN LIMMER for District 6
Early Voting starts April 20 at the Courthouse Election Day: May 7
Pd. Pol Ad, Arlon Hermes, Treas , 327 Raven Ridge, New Braunfels, TX 78130
by Safeco Insurance, a leading national provider of auto, home and small-busi-ness insurance.
Less than five percent of Safeco’s more than 7,500 distribution partners are members of the society. Barnard Donegan Insurance earned its distinction for its longevity as a Safeco partners and impressive growth as a South Texas area business.
“As independent providers of insurance services, Barnard Donegan Insurance has spent decades helping individuals and businesses make sound insurance decisions,” said Mike McGavick, chairman and CEO of Seattle-based Safeco Insurance. “We applaud their dedication to their local communities and their commitment to helping our company thrive.” Barnard Donegan, founded 92 years ago, has offices in Universal City/San Antonio, New Braunfels and Seguin.
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THE CITY OF NEW BRAUNFELS COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM
PROGRAM YEAR 2006
The City of New Braunfels, Texas, announces that applications for PY 2006 Community Development Block Grant (“CDBG”) funding will be available on Monday, April 4, 2005. The Department of Housing & Urban Development (“HUD”) will allocate approximately $377,000 to the City’s CDBG Program, which may be used for programs such as:
Economic Development Drainage Projects Public Service Programs Youth Programs
Housing Rehabilitation Downpayment Assistance Parks & Recreation Neighborhood Clean-ups
Applications may be picked up at the City Secretary’s Office located at the City of New Braunfels’ Municipal Building, 424 S. Castell Ave., or you may call Nancy Da vison, CDBG Manager, at (830) 608-2100, Ext. 225 to have an application mailed to you. Complete applications are due to the City Secretary at 5:00 p.m., May 6, 2005. Late applications will not he processed.
A Technical Assistance Workshop will be held on Wednesday, April 6, 2005, from 5:00 - 6:00 p.m. at the New Braunfels’ Municipal Building, 424 S. Castell Ave., Conference Room A. All interested parties are encouraged to attend.
For questions regarding the City of New Braunfels’ CDBG Program, please call Nancy Davison, CDBG Manager, at (830) 608-2100, Ext. 225.