ESTES FINANCIAL SERVICES - Key Persons

Job Titles:

• Member of the Leadership Fort Worth
• Well - Known CERTIFIED FINANCIAL PLANNER

Brie Reyes is a well-known CERTIFIED FINANCIAL PLANNER™ practitioner and a Chartered Federal Employee Benefits Consultant SM. Brie concentrates on sophisticated financial planning, investment management and retirement plan consulting. She also works with companies and their owners'/key management on matters that include access to private equity; employee retention; succession planning 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 is a former 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.

Tim Estes has been involved in the financial services industry since 1991. He attended Texas A&M University on a full Navy ROTC scholarship, where he graduated with a Bachelor's Degree. Tim is founder and CEO of Estes Financial Services, a Registered Investment Advisor firm with an emphasis on retirement and financial planning. Tim is a noted lecturer and author. He has written an investment advice column for MD News, a regional magazine dedicated to physicians. His financial expertise has been sought out and quoted in the Fort Worth Star-Telegram and the Fort Worth Business Press. He's also been a guest commentator on BizRadio. Tim lectures frequently on investor education topics for his clients, as well as civic organizations and local business owners. Specialty topics include retirement, retirement plans, Social Security, 401-K, IRA, Roth IRA, Simple-IRA, Executive Deferred Compensation Plans. Tim served his country proudly with over 21 years of Naval service, both on active duty and in the reserves. He retired from service as a Commander in 1999. He is a life-long member of the Episcopal Church. Tim lives in the Dallas/Fort Worth area with his wife Julie