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Team

Our passion is to exceed your expectations!

 
After graduating from the University of Houston with a BBA degree in marketing, Cindy accepted a position with the firm as Director of Marketing. She has maintained that position for the past 18 years. She develops and implements all...

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Mallie Daniel has been in the financial services industry for 40 years. His practice encompasses a variety of money saving functions, as well as designing plans for pre-retirees, retirees and business owners to minimize taxes. He also...

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Mary has worked for Wealth Creation Concepts since 2015. She began working in the financial industry in 2000. She holds a Series 7, Series 66 and Life and Health Insurance licenses. Mary is the personal assistant to Mallie and helps...

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