Our name Trisperity comes from the Latin roots tri- and sper-. The sper- means to succeed, as in prosperity. This is a state we strive to create or maintain for every client. The tri- represents the three things people typically want to do with their financial assets that we help them to achieve -- protect, grow and give (to charities and loved ones).
Trisperity offers an exceptional concentration of professional talent, resources and services at the same location.
We seek to develop long-term partnerships with our clients, a commitment that often lasts for generations. We constantly strive to deliver a premium level of service and personalized attention to you and your family, through every stage of your life.
CERTIFIED FINANCIAL PLANNERTM
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Craig Narum, CFP®
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Craig Narum has 25-years of experience in wealth advisory, investment portfolio management, business and cash flow analysis, capital allocation and strategic decision-making.
Craig is a frequent contributor to the local media on money matters. He is a regular blogger with Absolutely! Katy magazine, a monthly columnist in the Grand Lakes News, and is a frequent speaker on financial planning topics for businesses, PTAs, industry trade groups and other organizations.
Craig has served on boards of the Katy Area Chamber of Commerce, Katy Christian Chamber of Commerce and other community organizations. He is also a member of the Financial Planning Association and is a Junior Achievement instructor. Previously, Craig served as a corporate planning manager for Mobil Oil Corp and business management system director for Halliburton-Landmark Graphics.
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After extensive consultation and review of a client's objectives and financial holdings, Craig presents a financial "Roadmap" which guides clients on their way to financial security and ensures that their assets are managed in alignment with their goals for protection, growth, and availability to fulfill their future needs and final plans of passing wealth to loved ones and charity. |
Brenda Cray is a Registered Paraplanner?. She works extensively with creating financial Roadmap's for Trisperity clients. Her work involves gathering financial information, construction of personal financial statements, reviewing and analyzing information, and helping to prepare the final client deliverable.
Brenda also has experience providing bookkeeping and record keeping services through QuickBooks and other popular business accounting software. This comes in handy when Trisperity business clients need a little extra help in these areas. |
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Professional Network
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Trisperity likes to work in areas where we can provide a high quality service people expect. Occasionally, our clients have other related needs beyond our areas of strength. For these situations, we like to work with their current advisors or leverage our network of CPAs, income tax preparers, insurance specialists, attorneys, and other professionals. We find that this team collaboration approach often results in a higher quality and more complete solution for our clients.
Visit Friends of Trisperity to find a partial list of our extended professional network. |
