James C Wendlandt, ChFC®, MSFS, RICP®, QPFC

Financial Advisor

My Team

Team photo

I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment, make changes to your policy, submit a claim or request any other service, please let us know. We will respond promptly.

 
Pamela L Nelson

Pamela L Nelson

Director of Marketing and Communications
Office 512-330-1812

Cell: (512) 680-5180

 
Clinton O Johns

Clinton O Johns

Director of Operations
Office 512-330-1811
 
 

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Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.